RE: LeoThread 2026-03-17 01-05

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There will be no ceiling on how many tokens can flow through these systems

Current models mostly perform one-dimensional token streaming at scale (1.5D if being generous)

Operating a computer display at scale is a 2D problem



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Interfacing with the physical world is 3D

Each step is roughly a 10x leap from the previous

Progress is headed so, so much higher

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gpt-5.4 ramped faster than any previously launched model in the API: within a week of launch it reached 5T tokens per day, handled more volume than the entire API did one year earlier, and reached an annualized run rate of $1B in net-new revenue

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