The speaker projects that Anthropic and OpenAI will account for 45% of compute next year and half of the world’s incremental new compute by December 2027.

“um ladder here so anthropic and open ai take on you know 45 percent of compute next year you've you've got them in let's say december 27 they have taken on half of the world's incremental new compute but that half of the world's new incremental compute is actually at a higher performance than everything else before it so you've got another multiplier on that so by the time you're in like towards the end of 2028 if this trend continues which i see nothing that's stopping it”