Jerry Tworek on the brutal economics of frontier AI: secure enough compute or die, but Anthropic proves the door isn't closed "Anthropic did an amazing feat securing compute. How many companies were around that time that did it? Maybe 10. If you think about it as 10% chance of securing that amount of compute, it's pretty amazing." "I don't think we have seen yet a huge company with a lot of compute failing and completely falling behind." "When I'm starting a company, I hear probably every…