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Anthropic and OpenAI will absorb half of new compute by 2027

SemiAnalysis founder Dylan Patel tells Dwarkesh Patel how lab economics reshape compute markets, why rising interest rates and regulation could cap the buildout, and how far behind China is.

Published 22 Oct 2026Free

Musk expects AI to outthink all humanity within 5 years

Elon Musk talks to The Economist about AI abundance, a lab-to-lab model testing scheme, and a heated dispute over Europe, DOGE and his political influence.

Published 22 Oct 2026Free

Frontier labs are only a quarter of Nvidia's compute demand

Jensen Huang tells two investors why the AI buildout doesn't hinge on OpenAI and Anthropic, how zero trust contains agents, and why land, power and shell cap supply.

Published 22 Oct 2026Free

Digital AI lifts economy 30%; robots and space, a millionfold

Elon Musk, interviewed by Walter Isaacson, covers why he chose to participate in AI despite existential risk, his regrets about government work, and a future where money stops mattering.

Published 21 Oct 2026Free