Why compute might get 10x more expensive in coming years
I want to experiment with very quick blog post where I time-box writing for 2 hours. I won’t be able to nail down a lot of important sub-questions, but the alternative is just not making any progress on a lot of different topics I’m curious about.Today I want to talk about the compute situation of the labs over the coming years.Anthropic revenue has 10xed year over year. Anthropic likely ends the year with ~$100–150B of revenue. For this trend to continue, Anthropic would have to make $1T in rev...
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