In 2025, O'Driscoll claimed Anthropic had access to "infinite" compute, but in 2026 he stated the company was "light on compute."
THEN · Sep 18, 2025
0:00 / 0:27exact quote · 27.4s
NOW · Apr 30, 2026
0:00 / 0:13exact quote · 13.9s
“In both these cases, the small company won. They got the money, they got the critical mass, they got the credibility, and now they've pulled away. And neither on top of now open AI needs Microsoft or Amazon at this point. They don't need them for money. They don't need it for, because the industry will give them infinite money. They don't need it for compute, because Larry will give them infinite compute in return for money. They made, they don't even need it for distribution.”
“OpenAI got one job right, they have enough compute, and they got the model wrong, so that's why they're in trouble. And Entropic did it the exact opposite way, right? They got the model perfect. In fact, they may have over-succeeded, and as a result of that, they'll light on compute, right?”