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But we saved everything 🙂.
Harry Stebbings, industry influencer, highlights the challenges facing Dario at Anthropic in predicting compute demand. He notes that every dollar of revenue may require $4–5 in upfront compute investment, making accurate forecasting critical for meeting demand without wasting resources.
Stebbings adds that underinvesting leads to unmet demand, while overinvesting ties up unnecessary capital.
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Stebbings has previously commented on the scope of products at leading venture firms, noting that a16z has considered public equity and credit offerings but has not yet launched them. He has also warned that excessive introspection can cause venture capitalists to miss deals after losses. These observations reflect his ongoing analysis of risk and decision-making across the industry.