ANTHROPIC/long/dwarkesh
AI revenue compounds ~10x/year into hundreds of billions, so frontier-lab compute spend keeps scaling fast
there's this bizarre 10x per year growth in revenue that we've seen. Right. So, you know, in 2023 it was like $0 to $100 million. 2024, it was $100 million to $1 billion. 2025, it was $1 billion to like $9 or $10 billion.
Peak+227.0%