causal claim
End users generate more value from AI models than any other layer and therefore pay substantial amounts for them.
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
“You've got, you know, the end user,”
“which I think we all agree is generating more value than anyone else, hence they're paying a lot for these models.”Play from 20:18Report a misattribution
80%how strongly it was put, not whether it is true
80%importance to the conversation
90%confidence the claim was read correctly