What I'm poking at here is that the total AI industry's consumption isn't reflected when you ask 'what's a query cost' etc - the IEA also touches on this quite nicely I reckon
bsky.app/profile/keta...
Ketan Joshi
I know this is a lot of text but MAN is it nice to see this coming from the @iea.org.
I raised this last year in my blog on per-query disclosures and have been yelling it on repeat: WTF is the huge discrepancy between bottom-up and top-down numbers?
ketanjoshi.co/2025/08/23/b...
