The speaker argues that Anthropic and OpenAI’s share of compute has an additional effective multiplier because their incremental compute is higher-performing than previously deployed compute.

“um ladder here so anthropic and open ai take on you know 45 percent of compute next year you've you've got them in let's say december 27 they have taken on half of the world's incremental new compute but that half of the world's new incremental compute is actually at a higher performance than everything else before it so you've got another multiplier on that so by the time you're in like towards the end of 2028 if this trend continues which i see nothing that's stopping it”