Original post · AI translation
Rohan Paul@rohanpaul_ai
Anthropic 最大的担忧是算力，而不是客户。
Chamath 让他的团队统计了 Anthropic 风险因素中各主题的字数：算力（数据中心、电力、芯片）受到的关注比其他任何因素都多，其次是监管，而客户需求和员工离职几乎没有出现；这表明这项业务唯一真正的限制是实体产能。
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· UTC+8
Chamath says compute is Anthropic’s most prominent business riskMachine translation
Automatically verified and published · Generated and evidence-checked automatically; not reviewed by a human.
Chamath says his team counted the words in Anthropic’s risk factors and found that compute issues, including data centers, power and chips, received the most attention, followed by regulation. Customer demand and staff departures barely appeared; he concludes that physical capacity is the business’s main constraint.