Baker noted in a recent a16z podcast that he found no deteriorating quantitative data points during his industry visits, and that the AI industry's fundamentals continued to accelerate in July and August, while public market AI stocks experienced significant pullbacks during the same period. He believes that there are currently fewer than 10 million heavy AI paying users globally, whereas there are 1.5 billion knowledge workers worldwide, indicating that demand diffusion has just begun and supply is already severely constrained. Baker emphasized that the economic logic behind current computing power investments is exceptionally strong. For example, 1 gigawatt of computing power costs approximately $50 billion, with a payback period of only 9 to 10 months. He expressed concern that token costs could increase tenfold, leading to computing power inequality.