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Zeitgeist — a spike by Chris Gathercole
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  2. Dwarkesh Patel — Dwarkesh Podcast/

Why smarter AI models could drive up compute prices 10x

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  • Argues advancing model capability could drive compute prices up by an order of magnitude rather than down, inverting the usual “AI gets cheaper over time” assumption.
  • Grounds the argument in training economics and infrastructure demand scaling faster than efficiency gains as models get smarter.