Rohan Paul
@rohanpaul_ai
Anthropic's biggest fear is compute, not customers.
Chamath had his team count the words in Anthropic's risk factors: compute (data centers, power, chips) gets more attention than anything else, followed by regulation, while customer demand and staff leaving barely appear, which shows the only real limit on the business is physical capacity.
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Full video on "All-In Podcast" YouTube channel, (link in comment)
