descriptive claim
The speaker says TSMC is increasing prices slowly, whereas memory and substrate companies are increasing prices quickly.
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
“So TSMC raising prices very slowly,”
“but memory companies raising prices very quickly,”
“you know, substrate companies raising prices very quickly. Different parts of the supply chain, you know, Elon wouldn't have sold if it was 15,”Play from 26:52Report a misattribution
90%how strongly it was put, not whether it is true
75%importance to the conversation
94%confidence the claim was read correctly