Dario's 'Exponential': Compute Ownership to Become Workforce Ownership
AccBalanced · x · 2026-08-26
Analysis of AI economics and compute distribution dynamics:
- Revenue vs. Compute: Revenue per MW may decide who owns compute.
- Funding Training: Inference profits can fund larger training fleets.
- Self-Consumption: A lab's best customer may become itself.
- Compute Concentration: Compute concentration can outrun power concentration.
- Supply Constraints: Physical supply cannot scale at software speed.
- Credit Markets: AI capex is becoming a credit market event.
- Workforce Ownership: Compute ownership could evolve into workforce ownership, compounding the lead of the frontrunner.
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