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mr. TIM
timkellogg.me
did:plc:ckaz32jwl6t2cno6fmuw2nhn
Dwarkesh: Dylan again
He argues that Anthropic is
1. acquiring more compute
2. sort of plateauing in revenue growth
3. therefore is shifting more and more compute toward training rather than inference in order to chase AGI
https://www.youtube.com/watch?v=aV26V1UvkJw
2026-08-26T02:14:33.668Z