Douglas: TSMC bottlenecked desired AI chip acquisitions in 2024
Sholto Douglas · Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic) · Oct 2, 2025 · at 2:34
Sholto Douglas, AI researcher at Anthropic, discusses hardware lead times and supply constraints affecting AI companies in 2024.
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“Even if you, as much as you wanted chips last year, it would have been impossible to get them because TSMC was, you know, booked out and so forth.”
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