Armstrong said demand for AI is near infinite, but energy and compute remain the main constraints as users move toward models that are 99% cheaper.
Coinbase CEO Brian Armstrong said demand for AI is "near infinite," but argued that the market will likely gravitate toward much lower-cost systems as energy and compute constrain expansion. He said 80% of AI workloads could shift to models that are 99% cheaper within 12 to 18 months, underscoring how cost efficiency may become a central factor in AI adoption as usage scales.