opinion claim
The speaker is uncertain whether a sudden increase in software-engineer supply would reduce the marginal value of software engineers and H100-generated revenue as described.
Dwarkesh Patel · Why smarter AI models could drive up compute prices 10x · 3 Aug 2026
In their words
The transcript segments this claim was taken from
“But I actually don't know if this is true.”4:47Report a misattribution
0.30how strongly it was put, not whether it is true
0.65importance to the conversation
0.95confidence the claim was read correctly