4 sources healthy · latest episode 9 Nov 2026
opinion claim

The speaker thinks some constraint on the pace of data-center construction is probably beneficial.

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

“There was a lot of dark fiber, right? Fiber that had no bits and bytes traveling over it. We have no dark GPUs today. Um, and so it's, it's probably a good thing that there's some rate limiter.”
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