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Ben Kuhn x.com
One thing I love about Anthropic is that our hiring process often includes a disclaimer that we will absolutely do something that zeros our equity if we think it's the best thing for the world. We are not anywhere close to that here—DOW can only block us from DOW contracts—but
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13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 2 beliefs, in the piece's order there
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Um DRAM gets released goes to AI chips who are willing to do longer term contracts, willing to pay higher margins, etc., etc. because at the end of the day, the margin that they extract is much larger from the end user or whatever. Um, and so this this this probably leads to like people hating AI even more, right?
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Their words
A companies that have locked up, you know, and and don't have commitment issues, you know, have these 5-year contracts for compute, they've kind of locked in a humongous margin advantage because they've locked in compute for 5 years at a price of what it transacted at 5 years ago or three years ago or two years ago, whatever it is.
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