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Leopold Aschenbrenner quote, Jun 4, 2024

Founder, Situational Awareness LP · Jun 4, 2024 · Essay, Situational Awareness IIIa: Racing to the Trillion-Dollar Cluster

White-collar workers are paid tens of trillions of dollars in wages annually worldwide; a drop-in remote worker that automates even a fraction of white-collar/cognitive jobs (imagine, say, a truly automated AI coder) would pay for the trillion-dollar cluster.

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Words found on the source page on Sep 25, 2026.

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Over the past year, the talk of the town has shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters.Jun 4, 2024· Essay
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Quote
But the right tail of the market is thinner than almost anyone forecast.Tomasz TunguzSep 23, 2026· Post
Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.Tomasz TunguzSep 23, 2026· Post
Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.Tomasz TunguzSep 23, 2026· Post
If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.Tyler CowenSep 22, 2026· Post
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.Ben ThompsonSep 21, 2026· Post
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About this quote
Said by
Leopold Aschenbrenner, Founder, Situational Awareness LP
Where
Situational Awareness IIIa: Racing to the Trillion-Dollar Cluster
Topics
Compute, Work, Economics
Company
Situational Awareness
Source
situational-awareness.ai/racing-to-the-trillion-dollar-cluster/

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