I was listening to Dario Amodei’s interview with dwarkesh patel and found his insights into how anthropic plans their capex investments and path to profitability quite fascinating. They need to balance their risks into how much compute to build for the next 2 years in advance based on current demands because the data centers take 2 years to build. If they overestimate their demand then they won’t have enough profit in the next years and will go bankrupt while if they underestimate it they won’t be able to match the demand and will risk losing their customers to their competitors, this is what he calls their cone of uncertainty. This sentiment felt weird to me because openai seems to aggressively bullish on their capex investments, infact sam altman disclosed they will be spending $1 trillion on compute infra across microsoft, oracle, nvidia and coreweave between 2025 and 2035 while also partnerring with cerebras, so why do these 2 AI companies have completely different capex investment strategies?
No pages have linked to this URL yet.