Checked fact 110411 Oct 2026Money and compute
Dylan Patel spoke of "entropic", the automatic captions' rendering of Anthropic, as "now you know profitable in terms of um compute cost minus revenue or revenue minus compute cost", training and inference combined, and said OpenAI gets there "within the next couple quarters uh maybe two or three quarters", "based on at least what like we expect in the tokconomics model" (12:07 to 12:27).
The exact words it rests on
(12:07) we've seen entropic is now you know profitable in terms of um compute cost minus revenue or revenue minus compute cost. um both training and inference combined um and OpenAI gets there you know within the next couple quarters uh maybe two or three quarters um so based on at least what like we expect in the tokconomics model
What the source said when we opened it, on 11 Oct 2026.
The source
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Checked
Checked by the notis newsroom on , against the source above.
In the story
SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026
Said aloud in a video: the quote, word for word.
Cite this fact
Anyone may quote this address. It does not change; if we correct the story, this page says so.