“The bears, the Michael Burrys or whoever, have said, "Look, people are saying four or five years for these GPUs. Maybe it's because the technology is improving”
Books mentioned in Dylan Patel — The single biggest bottleneck to scaling AI compute
From Dwarkesh Podcast · 2026-03-13
All matched books in this episode
“to get the entire supply chain to even deliver the capacity they're going to make this year. When you go talk to Anthropic, they're like, "We're short of TPUs, we're short”