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

Had a lot of fun chatting again with my twin brother Dylan Patel.We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and OpenAI are on track to control most of the world’s usable FLOPs within the next few years (because they can monetize compute better and thus outbid everyone).And then we discuss whether the >$10T of total AI capex we’ll see by the end of the decade will cause a sovereign debt crisis, where hyperscale...