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title: "Joey Brookhart: Analyst | SemiAnalysis"
https://semianalysis.com/joey-brookhart/(semianalysis.com)Joey Brookhart is an analyst at SemiAnalysis who co-leads the Tokenomics team, drawing on his background covering hyperscalers and software. He co-leads the Tokenomics Model, which serves as a unit economics engine for AI serving. This model connects the hardware inputs of AI to the software outputs built on top of them. It analyzes token throughput, ROI on AI spending, and translates revenue into future demand for accelerators by hyperscalers and AI labs.
0 points•by chrisf•58 minutes ago
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