4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Most value generated by AI models has so far accrued to users rather than OpenAI or Anthropic.

Dylan 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 we've continued to see this, most of the value capture”
“is not happening, right?”
“Like most of the value that these models”
“generate does not get given to OpenAI Anthropic.”
“Thankfully so far, it is mostly just being given to the users,”
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