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Q&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more
Sponsor Posts Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens. Most carriers track everything. Cape doesn't. — Unlimited talk, text &