Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more (Dwarkesh Patel/Dwarkesh Podcast)
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Dwarkesh Patel / Dwarkesh Podcast : Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more — “Every force is screeching towards centralization.” — Had a lot of fun chatting again with my twin brother Dylan Patel.
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