Anthropic Exec Expects Compute Spend to Grow 2-3x YoY, Intelligence Costs to Drop 10x
AccBalanced · x · 2026-08-18
A senior Anthropic employee predicts compute spending will follow a 2-3x year-over-year trendline (potentially exceeding $2T next year), while the cost for a given level of intelligence drops 10x annually due to efficiency improvements. The discussion highlights implications for RSI takeoff dynamics, suggesting experimental bottlenecks alter the curve, and argues for focusing on growing the compute pie to address inequality.
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