← AI compute supply

What podcasts say about AI compute supply

Every statement, with the speaker, the exact quote and the moment it was said.

What experts have said about AI compute supply

1 statement · 1 negative

  1. Dylan PatelNegativeAug 25, 2026· Dwarkesh Podcast

    Supply-chain expansion will not accelerate substantially over the next three years because capital is constrained.

    “I don't think it'll happen this year, I don't think it'll happen next year. I don't think it'll happen the year after. Because the world is capital constrained.”

    Listen at 12:03

    Open the episode · Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

AI compute supply: what podcasts say · PodLume