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Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.
Drawn from what Dylan Patel said
What Dylan Patel actually said
- Dylan Patel Founder and chief executive of SemiAnalysis
Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.
Where this was said
Watch from 0:32:25 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
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