Say what you like about Sam Altman, but given how Anthropic is scrambling to sign capacity deals for compute we can sure say he was right about the capcity build out needed.
Scrambling? Seems to me xAI built too much capacity (for what they can use in 2026). Does that mean OpenAI built the right amount? I don't see how this proves that just because we see one AI company willing to sell compute. We don't even know the terms/pricing.
Or the bubble he was pumping hasn't popped yet. We won't be able to say how much of this capacity was actually "needed" until 10 years in the future, if ever.
That’s correct, but from what I understand his move was also strategic: to choke the market.
Having said that, Anthropic’s position is fully understandable, as Sam took a very large risk here, and OpenAI’s future is all but certain.