causal claim
A company slightly ahead in the AI race can charge a higher markup during a computer shortage because it can use the scarce resource more efficiently.
Dwarkesh 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
“The other effect is if you're slightly ahead in the AI race and computers in shortage,”
“you can charge a much higher mark off because you can better economize this scarce resource.”Play from 1:11:42Report a misattribution
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