AnalysisBusinessAugust 25, 2026

Podcast: Anthropic & OpenAI to control most of world's compute by 2028

Dwarkesh Patel interviews Dylan Patel on lab economics, predicting Anthropic and OpenAI will control most of the world's usable FLOPs within a few years. They also discuss whether >$10T of AI capex by decade's end could trigger a sovereign debt crisis.

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