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Drawn from what Dylan Patel said
Word for word, with the source under each one. They did not write this page.
Founder and chief executive of SemiAnalysis
A companies that have locked up, you know, and and don't have commitment issues, you know, have these 5-year contracts for compute, they've kind of locked in a humongous margin advantage because they've locked in compute for 5 years at a price of what it transacted at 5 years ago or three years ago or two years ago, whatever it is.
Where this was said
Watch from 0:21:32 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
All 28 korrents from this recordingthis one is 2nd
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Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.