Why smarter AI models could drive up compute prices 10x
Episode publishedPodcast: Dwarkesh PodcastDwarkesh Podcast
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Today I wanna talk about what the compute situation for the labs will look like over the next few years. For the last three consecutive years, Anthropix revenue has 10xed year over year and it's likely to do so again this year. So they ended last year with 9,000,000,000 in revenue. I think they'll probably end this year with somewhere between 100,000,000,000 to $150,000,000,000 in revenue. Now for this trend to continue, Anthropic would need to make $1,000,000,000,000 in revenue by the end of next year. Of course, there's no deep reason why this has to be true. It's a very wild conclusion and
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