Josh You

Commentary by Josh You

From the commentary rail — every link leaves the site for the original piece.

• 27 August 2026 · Epoch AIAn update on AI’s most important numberHow quickly are Anthropic and OpenAI growing their revenue?
• 21 May 2026 · Epoch AIFrontier labs don’t use most AI compute (yet)But Anthropic and OpenAI may rapidly grow their compute share in the next few years. After that, continued scaling would require an economic transformation.
• 10 April 2026 · Epoch AIWhat does the war in Iran mean for AI?A prolonged Hormuz crisis probably won't derail the compute buildout
• 17 December 2025 · Epoch AIIs almost everyone wrong about America’s AI power problem?Why power is less of a bottleneck than you think.
• 11 August 2025 · Epoch AIProjecting AI Training Power DemandWhat happens if trends continue?
• 9 May 2025 · Epoch AIHow far can reasoning models scale?Available evidence suggests that rapid growth in reasoning training can continue for a year or so.
• 7 February 2025 · Epoch AIHow much energy does ChatGPT use?This Gradient Updates issue explores how much energy ChatGPT uses per query, revealing it's 10x less than common estimates.