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's podcast explores how compute costs could increase over tenfold due to AI capabilities and monetization outpacing supply. The discussion also examines the implications if Anthropic achieves $1 trillion in revenue. Patel suggests that if an H100 equivalent could run a human-level software engineer, its rental cost should exceed $250,000 annually, based on current market rates for software engineers.