relevant segment

seems country of geniuses is here tbh

Bro that was so painful to watch. Dario explained it clearly to you over and over and you kept repeating the absolute dumbest takes. “I would spend $5 trillion !!” Oh would you mate Even though HE JUST EXPLAINED predicting revenue wrongly by 20% would bankrupt you. Jfc

As smart as tech guys are, you need to calm them the fk down if this is how business funding meetings are going, seriously guys making undisrupted extrapolations without any correlation and causation factors is numbingly wrong

Kind of shocking you didn’t seem to understand the concept of inventory forecasting. Your rebuttal was that you could use excess compute to deploy agents to do more useful things, completely dismissing the revenue factor for the business to stay alive.

it seems like in this clip he was talking about buying compute *in anticipation* of growth, whereas the compute they're buying now is ostensibly in response to increased demand from growth that already happened. I'm not sure I see roon's point?

for some reason I can't take Dario seriously in this milf blouse he's wearing

This is a level of absurdity that is quite insane. There is no way 10x growth per year will be maintained. Will the bubble burst in 2026 or 2027? The sooner the better

Is this why Anthropic slashed everyone usage limits on the $200 Max plan, because they have so much compute? I'm getting some serios SBF vibes from him.

These guys are finished and already looking for a government bailout. I said it first.

It’s time for anthropic to make you their Chief Compute Officer

I will say, listening to this when it first came out I was wondering to what extent he was trying to play 3D chess and head fake the competition into spending less. Appears (for now) that wasn’t the case!

Dwarkesh… uneducated opinions of everything, the master of nothing. Now I get why this channel exists.

Pretty sure this was @sama’s argument and then he couldn’t follow through with the promise.

You were 100% right

the honest read: capital constraints shape public positioning. when you can't match the compute spend, "responsible" framing is the rational move. when the capital shows up, the framing updates. not hypocrisy. just resource-constrained strategy.

Dario wants a country of geniuses in a data center. Turns out even geniuses have a strict 8am to 2pm curfew. He is playing 4D chess -- you can’t go bankrupt from overspending on compute if you simply refuse to buy enough to serve your customers.

The value will be when and its coming soon AI on your local device that communicate with other AI models. Your choice of model will be the Avatar. You have yourAI talk to your friends AI and then you share what it says. And the AI is tuned to your liking. Frontiers will go the way of Blockbuster or will have to adapt or die.

This did not age well post Claude code leak. Get ready for competition

Dario is a responsible business owner. He knows the money has to add up. BTW every business faces financial constraints of one type or another, regardless of size or industry. That is life, and that is one of the challenges of running a successful business, especially a new one. Those in the AI industry should not expect anything different and should not feel as if they can somehow get into endless debt to try to solve their problems. It does not work that way because ultimately you’re spending other people’s money.

i found his position in this clip interesting ~1 month ago even. Not because it's totally incoherent but because you'd think a guy who founds this kind of juggernaut would be ok with a little financial risk (that, ultimately, even if the debt wipes out the equity, probably Management would still be fine, and the risk of underinvesting is losing ... and the non-safety researchers winning?)

Dario was discombobulated and it feeds to AI RoI! Great questions @dwarkesh_sp

Where have I seen this expression before?

Dayummmm shots fired

What does all that have to do with the thing working correctly? In the beginning you can build a data center in every country on every block it’s it gonna make the thing. Listen to you and respect what you ask you to do.

This was a really good conversation… I think you made some really strong arguments throughout the conversation.

No tech company ever does bankrupt in growth stage lol 😂 if there’s users n value that’s all u need . Tech is winner take most .

This dudes eyes and stares into random directions throws me off

Talking about 10 trillion by 2030 reminds me of Cathy Wood talking about 600B of Tesla robotaxi revenue by 2025 😂 Everyone already uses these chatbots. There is no realistic path to a trillion in the next few years.

Dwark can’t compute basic economics

Ranjeet is so retarded it's painful

Use the intelligence. It's cool to create it, but use it to make money. Then you don't go bankrupt.

Liars chatting with snakes, who is who!?!

So we’re really living in the hitchhiker’s guide to the galaxy