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> But I can't believe Dario, probably the most AI-pilled of them all, would under-estimate demand so severely.

To be fair, this mess up actually increases my respect for him, as he focused on making sure that they could continue to run the business under reasonable assumptions rather than YOLOing compute into existence like OpenAI.

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My surprise is rooted in the point that he seems to be the biggest believer in AI there is -- to the extent the label "zealot" gets bandied about at times -- and he still underestimated the demand they would get. I would not have classified Altman as a bigger believer than Dario.

My guess is OpenAI, having the first mover advantage and the bulk of AI traffic for a very long time, could gauge the trends much better than anyone else.

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