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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
A private bookmark. Not a position, and never counted.
What Dylan Patel actually said
Word for word, with the source under each one. They did not write this page.
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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