Dylan Patel on Dwarkesh: Anthropic and OpenAI will hold most of the world's usable compute by 2028
Dwarkesh Patel·low signal
In the August 25 episode, the SemiAnalysis founder argues the two labs are consolidating compute at an accelerating rate and will control the majority of globally usable capacity within roughly two years, on the basis that they monetize inference better than anyone else can. It is a specific, dated, falsifiable prediction rather than a directional take, which makes it worth writing down now. Single-source claim from the podcast itself.