prediction claim
The speaker expects SpaceX to lease a substantial amount of the compute it is building to Anthropic and OpenAI, likely because those labs can pay the highest marginal price.
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
“Next year, a big new insurance,”
“for example, SpaceX is building a ton of compute, and they're actively going to lease quite a bit of it to Anthropic and OpenAI most likely because they're the ones who have the marginal capability to pay the highest price.”Play from 4:34Report a misattribution
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