Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy, and GPU depreciation cycles may exceed five years | Dwarkesh

Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy, and GPU depreciation cycles may exceed five years | Dwarkesh

• Read at Crypto Briefing
• Sat, 11 Apr 2026 03:38:03 +0000