The speaker says Anthropic’s potential revenue could reach $1 trillion now, but mirror supply for EUV lithography machines is a bottleneck, and Anthropic could spend $100 billion to increase mirror production.

“we did but the emergency are so big we're like anthropic opening like we could make a trillion dollars right now but we're just bottlenecked on the mirrors that go into the sml machines like they'd spend okay how can we make more mirrors we spend a hundred billion dollars”

“dollars on this right that's the situation we're going to be in pretty soon and i'm just like we're not going to be able to solve that supply constraint that just seems quite hard to imagine”