AI demand metrics are broken and only Anthropic is being realistic

The main demand signal for AI looks explosive on paper, but it may be significantly overstated. Token consumption, the basic unit of AI usage, is becoming a distorted metric. Companies have created "tokenmaxxing" leaderboards that track how many tokens employees use. Token demand is what the entire AI investment cycle is built on. CNBC's Deirdre Bosa shares her perspective on why Anthropic, by changing how it prices its tools, might be the best positioned AI company if a correction comes.