Tokenmaxxing and the Physics Bill — How the AI Compute Mania Is Repriced at Your Grid, Your Tap, and Your Subscription
· 24 min read
TL;DR: The software industry has gamified compute at the application layer while the physical layer hits hard limits. Three global chokepoints — hyperscale-captured memory supply, congested grids from Virginia to Dublin to Singapore, and collapsing flat-rate SaaS economics — combine to produce a single outcome: individual developers and households pay more to fund corporate "Tokenmaxxing" behaviour that produces no verifiable output. The Claudeonomics leaderboard, the PJM capacity auction, and the April 2026 GitHub Copilot signup suspension are all symptoms of the same structural contradiction.