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Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's


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2026-08-26 11:26:52
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Dwarkesh Patel / Dwarkesh Podcast:

Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more  —  “Every force is screeching towards centralization.”  —  Had a lot of fun chatting again with my twin brother Dylan Patel.




Dwarkesh Patel / Dwarkesh Podcast:

Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more  —  “Every force is screeching towards centralization.”  —  Had a lot of fun chatting again with my twin brother Dylan Patel.



Source: TechMeme
Source Link: https://www.techmeme.com/260826/p22#a260826p22


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