In a single week, Nvidia proposed paying engineers half their salary in AI inference tokens, OpenAI announced plans to nearly double its headcount to 8,000, and data showed Anthropic capturing 73% of new enterprise AI spending with a fraction of the workforce. The AI industry is splitting into three competing theories of value: raw compute, human talent, and enterprise relationships, and Jensen Huang's token paycheck is the clearest signal yet that the boundaries between them are collapsing. When your raise comes in tokens and your productivity is measured in inference, the employment contract is being rewritten in real time.