An alternative hypothesis: - model performance is plateauing - compute is getting much more expensive - AI data centers are massively unpopular - slowing down AI development is a way to explain slowing progress, reduce spending, and try to regain some goodwill. - This is an effo…↗

New blog post on what would be true about the world if trendline continues and leading lab hits $1T in revenue by the end of next year. In other words, why compute might get 10x+ more expensive in coming years dwarkesh.com/p/why-compute-…↗