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Comment by Dylan Patel
Founder and chief analyst of SemiAnalysis, covering AI infrastructure and semiconductors.
But we don’t think enough about the fact that we’re actually moving very fast into a regime where most ‘people,’ in terms of work output, are concentrated within two labs who are consuming more and more of the world’s compute. If these AIs are misaligned, then most of the world is misaligned, basically, because most of the world’s minds are there. But even if they’re not, very few companies have a lot of influence or a lot of control. There was the whole spat recently where I think Gavin Baker was like, “Dario believes that there’s only going to be one company in the world.” Then Sholto and Dario came out and were like, “No, no, no. We didn’t say that.” But ultimately, if you believe in RSI, if you believe the labs are the most effective user of compute and can generate the most value from the compute, then the only thing that’s going to happen is centralization of compute. If you believe in AI researchers, RSI, AGI, then all of this exists, all of this is the base.Unverified (Aug 25, 2026)
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