Why smarter AI models could drive up compute prices 10x

This is a video version of a post I wrote last week. If you want to read the original you can check it out here: https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive Thanks to Mercury for sponsoring this essay. Mercury's built-in AI, Command, helps me close my books and saves me a bunch of time. At the end of each month, Command categorizes my transactions and provides its rationale for every choice: I just review, fix anything that's off, and approve... and then Mercury syncs everything to QuickBooks. Get started at https://mercury.com/command