Quote 99 · ai notis

Said in a video · quote 9911 Oct 2026

(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

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Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 9 Oct 2026

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Matched word for word against the video's transcript by the notis newsroom on 11 Oct 2026.

The fact it supports: 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).

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SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026

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“(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” From Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos (Alex Kantrowitz (Big Technology)). Quoted by ai notis. https://ainotis.com/q/99

As a reference (APA style)

(2026, October 9). “(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” [Video]. https://ainotis.com/q/99

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