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lmmtoday at 4:01 AM1 replyview on HN

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.


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nltoday at 4:30 AM

The point is that Anthropic is already a decent way into eating through all that capacity, and it's based on real revenue.

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