The Minutes of Dylan Patel on compute https://minutesof.com/dylan-patel/on/compute/ Everything Dylan Patel has said on compute: 6 verbatim quotes between October 2024 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:18 +0000 Patel predicts Anthropic and OpenAI will take 40-50% of all new compute in 2026, accelerating centralization. https://minutesof.com/q/ac53b829-20a0-4bb2-b3f9-a421576842e5/ https://minutesof.com/q/ac53b829-20a0-4bb2-b3f9-a421576842e5/ “You've got Anthropic OpenAI are taking as much as 40% to 50% of compute next year. And the centralization doesn't look like it's slowing down or stopping. In fact, it looks like it's only accelerating.” — Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 compute Patel predicts OpenAI and Anthropic alone will deploy over 100 gigawatts of compute by 2030. https://minutesof.com/q/e9a8fba3-1f79-4310-9c95-0d513f20374b/ https://minutesof.com/q/e9a8fba3-1f79-4310-9c95-0d513f20374b/ “by 2030, just OpenAI and Anthropic will have over 100 gigawatts combined, and then you'll add Meta and Google and so on and so forth.” — Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 compute Patel says the Oracle-OpenAI deal involves many gigawatts of compute with unprecedented four-year revenue guid https://minutesof.com/q/794ae51e-d9a2-4787-9473-c5976f458ff5/ https://minutesof.com/q/794ae51e-d9a2-4787-9473-c5976f458ff5/ “It is literally many gigawatts. And then in addition, right, not just about securing OpenAI ridiculous amounts of compute, but what what was really interesting is Oracle gave a guidance of four years.” — David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 compute Patel notes Oracle gave unprecedented four-year revenue guidance, something no company has ever done before. https://minutesof.com/q/69b97c71-6f05-4d9c-a31d-de2f4939e642/ https://minutesof.com/q/69b97c71-6f05-4d9c-a31d-de2f4939e642/ “Oracle gave a guidance of four years. They told everyone what their revenue is gonna be for the next four years. No company has ever done that.” — David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 compute