Back
“Model makers raise prices and ration usage this year because they are so short of compute they literally have to choke off demand to keep up.”
Source
Dwarkesh PodcastYouTube“Dylan Patel — The single biggest bottleneck to s…”24:37
“I think at least this year we're going to see margins for the model vendors go up a lot, right? Because they're so capacity constrained, they have to destroy demand”
Performance
Entry$643.10
Current—
Since call— pending
Confidence72%
How this was scored
Entry$643.10Mar 13, 2026 · 16:26 UTC · paste.trade
Horizon3-12moparsed as 12mo
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.