Dylan Patel

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13 March

Dylan PatelKorrents 13 Mar

From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 2 beliefs, in the piece's order there

korrents.com
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.

AnthropicGoogle

Their words

Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.

youtube.com
korrents.com
The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.

Anthropic

Their words

Um I think at least this year we're going to see margins for the model vendors go up a lot, right? Because they're so capacity constrained, they have to demand destroy demand, right? there is there's no way they can continue anthropic can continue at the current pace without destroying demand.

youtube.com

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