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

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

B2Upper-intermediateAugust 25, 20261 hr 16 min

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 hyperscaler debt rais...

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of where lab economics are headed,

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So, I want to understand where the crazy future

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0:00

Okay, I'm back with Dylan Patel, founder of Semi Analysis, our version of a family Thanksgiving dinner. It's a regular yearly podcast. We're not actually related.

0:08

Don't tell the people this. It will destroy the myth. Walk me through... So, basically where the world economy is headed

0:16

is more and more becoming a function of where lab economics are headed, where the compute market is headed, et cetera. So, I want to understand where the crazy future

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