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Max Kan

Analyst, Tokenomics, SemiAnalysis

Verified interview transcripts, podcast appearances, and direct quotes from Max Kan, Analyst, Tokenomics at SemiAnalysis. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • $AAPL + $PLTR, GDPx, Value of a Search, Grok Bot Breaks the Bank

    November 03, 2026 · 📺 TBPN

    00:02:14 $AAPL + $PLTR Earnings 00:05:28 Value of a Search 00:13:08 Grok Bot Breaks the Bank 00:16:55 𝕏 Timeline Reactions 00:25:37 Harley Finkelstein, Shopify’s president, discusses the company’s strong Q3 results, major brand migrations, and the growing role of AI-powered commerce. He explains how shopping agents can improve product discovery and purchasing while urging merchants to provide detailed product information ahead of Black Friday and Cyber Monday. 00:40:41 Bridgit Mendler is the co-founder and CEO of Northwood Space, an aerospace startup building next-generation ground stations an…

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  • Ep. 042 - GDPx: The Benchmark for Frontier AI | Andrew Megalaa, Jordan Nanos, Max Kan

    November 03, 2026 · 📺 SemiAnalysis

    SemiAnalysis just launched GDPx, a benchmark built with 14 specialized data partners across 11 domains where frontier intelligence earns the highest returns. Even the best model scores just 12%. Jordan Nanos (@JordanNanos) sits down with Max Kan (@maxkan) and Andrew Megalaa (@AndrewMegalaa) to explain why most popular benchmarks are broken, the difference between difficult and unfair tasks, how a real private equity deal room became a finance environment, why binary grading still matters, and what the leaderboard says about Opus 5.5, GPT-6 Astra and Gemini 4 Carbon. Explore GDPx: https://gd…

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  • Ep. 036 - Anthropic Subscriptions Beat OpenAI 5x, Depending on Your Workload (Tokenomics)

    October 07, 2026 · 📺 SemiAnalysis

    Pay Anthropic $200 a month and you can pull $12,000 of Opus 5.5 tokens at API pricing. Max Kan (@maxkan) and Andrew Megalaa bought every plan, OpenAI, Meta, xAI, MiniMax, Moonshot, Z.ai, Cursor, and measured every token type to find the ceiling. The catch isn't subsidy. Anthropic still books 50 to 60% gross margins on these plans, which means the API itself is the price gouge. 0:00 Cold Open 1:03 Subsidies and Credits 5:23 Token Types and Cache 14:08 Model Value Charts 20:51 Test Methodology 26:54 Other Plans 31:26 Utilization and Limits 36:24 Token Efficiency 41:24 Open Models 44:22 Cyber an…

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  • Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart

    September 15, 2026 · 📺 SemiAnalysis

    Emergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the responses from Sam Altman and David Sacks. Does pacing actually mean less compute, or a lot more? Plus the Hugging Face incident, Moonshot serving Claude, and the security behaviour that keeps them up at night. 0:00 Cold Open 2:50 Glorified Neoclouds 8:21 Pacing the Frontier 12:53 Safety Eats Compute 20:38 Hugging Face Lessons 30:52 Moonshot Serving Claude 36:37 The Coxson Resignation 38:27 Two-Ye…

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  • Max Kan, SemiAnalysis | theCUBE + NYSE Wired: Robotics & AI Infra Leaders

    July 28, 2026 · 📺 SiliconANGLE theCUBE

    In this interview from theCUBE + NYSE Wired: Robotics & AI Infra Leaders 2026, Max Kan, tokenomics technical lead at SemiAnalysis, joins theCUBE's John Furrier to discuss the economics powering the AI infrastructure buildout. Kan explains how his team sits atop SemiAnalysis' full-stack coverage, tracking token production and pricing across hyperscalers and AI labs. He unpacks the fierce open-source-versus-closed-source debate reignited by Kimi K2 and NVIDIA's public comments, framing much of the discourse as companies "talking their book" rather than pure philosophy. Kan contrasts Anthropic's…

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  • Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)

    July 21, 2026 · 📺 SemiAnalysis and SemiAnalysis Weekly

    Coding drives over 70% of lab API revenue, and token austerity policies mostly miss the point. Crystal (@crystalthegg), Max Kan (@maxkan), and Joey Brookhart (@SaasquatchC) break down why blocking teams from Opus saves nothing, while power users at the 99th percentile burn $100k per employee per year. Jordan (@Jordannanos) and the team run break-even math on the Max plans and Anthropic's margins. 00:00 Intro 00:53 Token Budgeting: Maxing vs Austerity 03:05 Coding Eats the Token Market 04:49 The ROI Question 06:42 Subscriptions vs API Pricing 09:08 Break-Even Math on the Max Plans 10:42 Anthr…

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