4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker says annual incremental capital expenditure could plausibly approach $10 trillion by the end of the decade.

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

“right so very plausibly incremental capex every year is”
“getting close to 10 trillion dollars right”
44:10Report a misattribution
0.65how strongly it was put, not whether it is true
0.95importance to the conversation
0.90confidence the claim was read correctly
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