Anthropic may have underestimated compute demand, and OpenAI’s “YOLO” bet now looks right

firstadopter · x · 2026-07-27

The joke in this thread is that Dario should have been the one “YOLOing” on compute. The quoted post says Anthropic appears to have underestimated how fast compute needs would grow, while Sam Altman’s long-running “buy more capacity” stance now looks prescient.

It’s a small but very shareable bit of AI-industry schadenfreude: the company once mocked for reckless capacity spending is now framed as having been right about the scale of the coming demand.

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