4 sources healthy · latest episode 9 Nov 2026
prediction claim

The opportunity cost of capital will increase substantially in the described economic regime.

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

“And so the opportunity cost of capital is going to increase a ton.”
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