30 July 2026

How compute could become over 10x costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in revenue (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast:
How compute could become over 10x costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in revenue  —  If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.

Posted from: this blog via Microsoft Power Automate.

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