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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
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What Dylan Patel actually said

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  1. 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

    video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 3rd

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