Fall’s “token market fit” highlights high-volume AI use

Fall coined “token market fit” for areas where an average end user can productively use about $10,000 a month in tokens. The areas identified as showing this fit so far are coding, video and media creation, and possibly high-frequency trading. Physical AI was also named as an area of interest.

The assessment said legal work, customer support and sales had not yet reached product-market fit “in a real way,” while predicting they would. It also suggested bottlenecks were moving away from coding and video.