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Long-form 2026-09-16 · 05:20 ET
SemiAnalysis Ep.031 — pacing may eat more compute, not less
Emergency ep on Amodei pacing: OpenAI CoT monitoring ~20% of rollup compute; safety spend likely raises, not cuts, infra demand; HF as shot across bow. [asr]
asr SemiAnalysis Weekly · Anthropic · OpenAI · Hugging Face
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Max Kan

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SemiAnalysis Ep.031 — pacing may eat more compute, not less
Emergency ep on Amodei pacing: OpenAI CoT monitoring ~20% of rollup compute; safety spend likely raises, not cuts, infra demand; HF as shot across bow. [asr]
Wed, 16 Sept 2026 · 05:20 ET Long-form asr