Dwarkesh Podcast · Aug 25, 03:32 PM UTC
Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
Historical operation · Retained
“SpaceX, which is building a ton of compute. They’re actively going to lease quite a bit”
Quoted source · Dylan Patel · 04:36–47:21 · 27 source segments
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- [27] 47:17–47:21
Model assessment
SpaceX is described as a major new entrant in compute infrastructure, actively building and leasing compute at premium prices to AI labs. Specific deals with Anthropic and Google are cited, with pricing of $25-40 million per megawatt, enabling rapid CapEx recovery. This represents a material positive catalyst for SpaceX's business.
27 exact transcript citations