Datacenters vs Shale Oil: Investors Wrong to Dismiss Selling Compute as a Commodity
abhiadesai · x · 2026-09-05
Responding to HKuppy's 'Datacenters Are the New Shale Oil,' the author mocks the 'what if you're the marginal seller of compute' framing: massive fortunes have been made selling commodities, and investors are wrong to assume otherwise. The article's recollections of shale CEOs map oddly well onto today's datacenter buildout.
More from Venture
- A赚钱 niche on Xianyu: charging to install open-source AI tools for non-techies — sven_ai · 2026-10-23
- AI wrapper founder's revenue chart ends with 'OpenAI shipped it as a feature' — ThePeterMick · 2026-10-23
- Thousands of developers paid up to $1,000 for his boilerplate he was told wouldn't sell — kylegawley · 2026-10-23
- SK Hynix Pulls Plug on Solidigm US IPO as Chip Stocks Slide, Shares Down ~30% This Quarter — rohanpaul_ai · 2026-10-23
- AI builds your SaaS in days, but ops and marketing eat the savings — sven_ai · 2026-10-23
- Solo Dev Shows a Two-Year Subscriber Who Keeps Re-Subscribing and Cancelling — gefei55 · 2026-10-23