Episode Mentions
Dwarkesh Podcast · Aug 3, 2026
Why smarter AI models could drive up compute prices 10x
“Cited as source for OpenAI's 2024 compute allocation data showing ~25% spent on inference.”
AI compute supply constraints and GPU pricing trendsFrontier AI lab revenue and margin economicsInference vs training compute allocation strategies
View AnalysisTBPN · Jun 29, 2026
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
“Referenced for research showing a relatively stable gap between closed-source and open-source AI models since 2023.”
Open Source vs. Closed Source AI Model DebateChina AI Competitiveness and Geopolitical ImplicationsGLM 5.2 Benchmark Performance and Security Capabilities
View AnalysisThe Artificial Intelligence Show · Jan 6, 2026
#189: Is Claude AGI?, AI Change Management, Nvidia-Groq Deal, Meta Acquires Manus, Yann LeCun Speaks Out & OpenAI Preps AI Device
“Research group indicating AI progress rate nearly doubled in last 2 years; identified inflection point in early 2024 driven by reasoning models”
Claude Opus 4.5 AGI DebateAI Change Management and People ProblemsAgentic AI and Long-Horizon Task Completion
View Analysis