4 sources healthy · latest episode 9 Nov 2026
descriptive claim

The dollar amount spent on compute for serving models is 2.3 times higher today than it was a year ago.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“Because the reality is, is OpenAI Anthropic, they have far more powerful models that they've developed that they just haven't released yet. If you compare the dollar spend in compute a year ago versus today, their compute that went towards serving models has gone up by two point three X.”
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