Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

Okay, I'm back with Dylan Patel, founder of SemiAnalysis. Our version of a family Thanksgiving dinner is a regular yearly podcast, but you're not actually related.

It goes beyond the title with direct discussion of like, compute, right, including: Our version of a family Thanksgiving dinner is a regular yearly podcast, but you're not actually related.

1. 01Over the last year and a half their margins have really skyrocketed The base cost of compute tends to be around or or million per megawatt The most interesting aspect about what ha
2. 02And what that now enables them to do is, hey, if I spend 10 bucks on inference capacity, actually generate 50 bucks of revenue, And then I can turn around and incrementally spend a
3. 03Now, who's building that compute for them will change