descriptive claim
About a year ago, the AI hardware supply chain earned gross margins while nearly all other participants lost money.
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
“But if we go back again a year ago, the hardware supply chain.”
“was generating all this gross margin while literally everyone else was losing money on it.”Play from 20:48Report a misattribution
85%how strongly it was put, not whether it is true
80%importance to the conversation
90%confidence the claim was read correctly