AI News/Meta / Llama/The Three Waves of AI ConsumptionThe Three Waves of AI ConsumptionTomer Tunguz 博客（VC 分析）·Sep 7, 2026, 8:00 AM·Meta / LlamaVC Tomer Tunguz 提出 AI token 消耗分三波：聊天约 1m tokens/人/天，单智能体约 100m–200m tokens/天，meta-harness 并行调度多智能体可达数十亿。More Meta / Llama NewsX：Rohan Paul (@rohanpaul_ai)Interesting blogOct 2, 2026X：Rohan Paul (@rohanpaul_ai)Meta's Muse is a threat to particular sellers far more than to consumption. The exposed categories are only about 3.7% of US spending, bu...Oct 1, 2026Canary Media：Data Centers 原创报道Despite big Texas solar purchase agreement, Meta still uses lots of gasOct 1, 2026Hacker News：AI 热帖Launch HN: Magnitude (YC S25) – Self-optimizing inference engine for agentsOct 1, 2026