There is unlimited demand for intelligence.
Naval is right, and the math proves it in a way most people aren’t processing.
GPT-4 launched at $60 per million output tokens. Today, equivalent capability costs under $1. That’s a 98% price collapse in two years. Demand didn’t fall. It exploded. OpenAI went from $1B to $12B+ in ARR while slashing prices every quarter.
This is Jevons Paradox at civilizational scale. When coal got cheaper in the 1800s, England didn’t use less coal. They burned 10x more. Intelligence is following the same curve, except the adoption rate is compressing a century of energy economics into 36 months.
The part nobody’s thinking through: every previous commodity with “unlimited demand” eventually restructured the labor market around it. Electricity didn’t create unlimited demand for electricians. It eliminated most of the jobs that electricity replaced and created entirely new ones that didn’t exist before.
The 280x cost reduction Stanford measured between 2022 and 2024 means a task that cost $1,000 in AI compute now costs $3.57. At that price, companies don’t just automate what humans were doing. They start doing things that were never economically viable at human-labor pricing. Analysis that would have required a $200K analyst for a year now runs for $50 in an afternoon.
Unlimited demand for intelligence at near-zero marginal cost means intelligence stops being the scarce input. Taste, judgment, and the ability to ask the right question become the bottleneck. The returns flow to people who can direct intelligence, not people who provide it.
That’s the real trade: the value of raw intelligence is cratering while the value of knowing what to do with intelligence has never been higher. And that gap is only getting wider.
Wisdom > Intelligence
"Knowledge is having the right answers.
Intelligence is asking the right questions.
Wisdom is knowing when to ask the right questions"
- Richard Feynman
Intelligence is the only resource that creates its own demand.Every problem in the world—poverty, disease, energy—is just an intelligence gap.People aren't buying products; they're buying better ways to think. And that market is bottomless.
As Knowledge Increases, Get Wisdom
“many shall run to and fro, and knowledge shall be increased”
Daniel 12:4
Knowledge will surge so fast that people will be in constant motion trying to keep up.
This is not a suggestion. It is prophecy. We are inside it.
The Bible does not say “keep pace with knowledge.”
It says:
“Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding.”
Proverbs 4:7
Wisdom is not optional. It is the chief thing — the first priority.
Everything else you acquire must serve it.
Knowledge alone brings sorrow:
“For in much wisdom is much grief: and he that increaseth knowledge increaseth sorrow.”
Ecclesiastes 1:18
It breeds pride instead of love:
“Knowledge puffeth up, but charity edifieth.”
1 Corinthians 8:1
You can be loaded with facts and still be a fool.
Demons know more theology than most humans and remain the ultimate fools (James 2:19).
Wisdom is what turns knowledge from a burden into a tool:
it discerns, it judges, it applies, it preserves, it creates good.
God supplies it without limit or rebuke:
“If any of you lack wisdom, let him ask of God, that giveth to all men liberally, and upbraideth not; and it shall be given him.”
James 1:5
It starts — and never stops starting — here:
“The fear of the LORD is the beginning of wisdom: and the knowledge of the holy is understanding.”
Proverbs 9:10
As knowledge keeps increasing, the command does not change:
get wisdom.
Get it first.
Get it continually.
Let knowledge serve wisdom — not the reverse.
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