The 'Neolab' Compute Math: $150M Over Three Years and Still Behind

A viral thread analyzes the economics of 'Neolab' startups: buying 1000 GB300 GPUs costs roughly $125-150M over three years, yet still leaves them 1-2 orders of magnitude behind frontier models.

2026-10-28 ~ 2026-10-28 · 3 related posts