90% of AI tokens will be asynchronous | Matan Grinberg, Factory
90% of AI tokens will be asynchronous within 12-24 months as agents act autonomously
“in 12 to 24 months, like 90% of tokens will be asynchronous tokens”
Factory's Matan Grinberg argues that current AI consumption is almost entirely synchronous — human-triggered interactions — but predicts a fundamental shift within 12-24 months where 90% of tokens are consumed by autonomous agents acting on signals without human initiation. This marks the transition from 'Copilot mode' to truly agent-native software, where droids proactively detect signals and generate solutions. The implication is that today's AI revenue metrics are fragile (tied to human availability) while the durable growth lies in always-on autonomous workloads.