The Credit Crunch
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This post is an adaptation of a prior post I made on my website. I'm interested to see what holes exist in the position that I'm missing. Epistemic Status: medium confidence. Within the next 6 months, most AI startups will not be able to buy compute. The world’s compute is "sold out". I put "sold out" in quotes, because in the current era, compute is rarely built speculatively. It's not like someone is sitting around with an idle cluster waiting for you to buy it. GPU clouds simply don't work li
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