The Minutes of Dylan Patel on compute concentration https://minutesof.com/dylan-patel/on/compute-concentration/ Everything Dylan Patel has said on compute concentration: 2 verbatim quotes from August 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:22 +0000 Patel says OpenAI and Anthropic represent 30% of new compute in 2025, rising to 40-50% in 2026. https://minutesof.com/q/70a3cb07-2a15-466e-a813-04504489cc62/ https://minutesof.com/q/70a3cb07-2a15-466e-a813-04504489cc62/ “When you when you look at the incremental compute added, that's about 30% of the compute added this year.” — Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 compute concentration Patel claims OpenAI and Anthropic will take 40 to 50 percent of new compute next year. https://minutesof.com/q/ff486983-1c4a-4799-acf6-97619f6681c9/ https://minutesof.com/q/ff486983-1c4a-4799-acf6-97619f6681c9/ “You've got Anthropic OpenAI are taking as much as 40% to 50% of compute next year.” — Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 compute concentration