Whoa. I've said before, but I think Dario severely underestimated the coming demand and ensuing need for compute, and would need to pay through the nose when the crunch hit. I suspect that Google deal also worked out better for Google. This data point supports that view.

While Altman got laughed out of the room as a "podcasting bro" asking for trillions in investment in compute, Dario was going on about how difficult it is to forecast capacity on the Dwarkesh podcast. Seems like a major unforced error on Dario's part. What I cannot understand is how they both came to such different perspectives; my best guess is that ChatGPT has so much more traffic that OpenAI could gauge the trends much better.

This won't hurt Anthropic long-term of course, but this won't look great on that balance sheet, that too right around the time they plan to IPO.

They have different personalities. I can only imagine Altman wants to stay on top of the chaos, and believes he will come out ahead whatever happens, while Dario is trying to stay realistic and mitigate worst-case scenarios.

Lmao wtf. Based on this post I can clearly see you've never properly understood what balance sheets are and how they are created.

Stop posting stuff you have ZERO clue about.