Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy, and GPU depreciation cycles may exceed five years | Dwarkesh

Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy, and GPU depreciation cycles may exceed five years | Dwarkesh

AI labs face rising costs and strategic shifts as they compete for limited compute resources. The post Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy, and GPU depreciation cycles may exceed five years | Dwarkesh appeared first on Crypto Briefing.

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