If the labs reach 100 gigawatts of combined compute in 2028, their scale will be highly disruptive to the market.

“of our worldview because it is effectively at the end of the day counted as revenue for anthropic even though like there's a revenue share and credit back all that but ultimately in 2028 it's it's you know if they get to 100 gigawatts combined they have done”

“really disruptive things to the market because anyone can make money off of 10 to 15 million dollars per megawatt compute today you literally like i kid you not it's not that hard go get a gb300 rack”