Why Dario at Anthropic has such a hard job predicting compute demands?

"The stakes are enormous and the margin for error is tiny.

For every dollar of revenue, you may need $4–5 in upfront compute investment.

If you underinvest, you cannot meet demand. If you overinvest, you are left with massive stranded capacity.

Getting that balance right, years in advance, is incredibly hard." @rodriscoll

Love to hear your thoughts @AnjneyMidha @JonathanRoss321 @mmurph @YasminRazavi @andrewdfeldman

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