AI compute could become 10x more expensive if model usefulness outruns hardware supply.
New estimated from Dwarkesh.
If one H100 could do a human software engineer's job， it could earn over $250K a year. That is roughly 15x today's $2 hourly price.
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 comp...