Tokenomics Model
Unit economics engine for AI serving: bottoms-up token throughput, ROI on AI spend, and demand-side translation of revenue into future accelerator demand by hyperscaler, lab, and neocloud.
View modelMax Kan co-leads the Tokenomics team at SemiAnalysis. Previously, Max co-founded an RL environments startup called Habitat and did Strategy and Product at Jane Street. Max holds a Bachelor of Arts in Computer Science from Williams College.
He co-leads the Tokenomics Model, the firm’s demand-side model that translates AI revenue and usage into future hardware demand.
