causal claim
The speaker says market incentives will eventually expand constrained supply, but the signal takes a long time to propagate through the supply chain and supply therefore does not respond immediately.
Dylan Patel · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028 · 25 Aug 2026
In their words
The transcript segments this claim was taken from
“Yes, capitalism will cause these things to expand,”
“but it's a whip, right?”
“It takes a long time for the whip signal to get to the tail end of that.”
“And so the supply chain doesn't react immediately.”Play from 10:30Report a misattribution
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