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The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
Drawn from what Dylan Patel said
SubjectAnthropic
What Dylan Patel actually said
- Dylan Patel Founder and chief executive of SemiAnalysis
Um I think at least this year we're going to see margins for the model vendors go up a lot, right? Because they're so capacity constrained, they have to demand destroy demand, right? there is there's no way they can continue anthropic can continue at the current pace without destroying demand.
Where this was said
Watch from 0:24:36 plays here↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com
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