Post by Rihard Jarc on X
Rihard Jarc@RihardJarc
XAfter listening to Anthropic’s Dario on the Dwarkesh pod made me realize that a BIG factor of the sucess of an AI lab will be determined by the lab’s abillity to predict their short term compute demand.
Underestimate and you lose market share. Overestimate and you go bankrupt.
404 likes32 repliesPosted Feb 13, 2026