Home Speakers Dwarkesh Patel Quote I want to emphasize the key conclusion here: as AI models become smarter, they’ll better monetize the same amount of compute. If a true human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
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I’m simply pointing out that the way AI systems are currently becoming smarter (by getting trained to be to be really good at specific economically valuable tasks like coding) is not that strongly correlated with power.
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Pure capability no longer translates directly into a moat. About this quote 
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