descriptive claim
AI labs can spread expensive training costs across more users, and their revenues are growing much faster than their compute usage or capacity.
Dwarkesh Patel · 8 Predictions for the Era of Continual Learning · 7 Aug 2026
In their words
The transcript segments this claim was taken from
“You get to amortize all this expensive training across more users, and you see the evidence for this in the fact that the lab revenues are increasing far faster than their compute.”6:54Report a misattribution
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