Why smarter AI models could drive up compute prices 10x

This is a video recording of a post I wrote last week. If you want to read the original you can check it out here (dwarkesh.com/p/why-compute-might-get-10x-more-…).
Thanks to Mercury (mercury.com/command) for sponsoring this video. Mercury’s (mercury.com/command) built-in AI, Command, helps me close my books and saves me a bunch of time. At the end of each month, Command categorizes my transactions and provides its rationale for every choice: I just review, fix anything that’s off, and approve... and then Mercury syncs everything to QuickBooks. Get started at mercury.com/command

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