Compute Middlemen: 'Uber Doesn't Have Cars Either' as a Playbook for Contracted GPU Capacity

MatthewChang · x · 2026-09-14

Matthew Chang says he'll discuss contracted capacity and the concept of a "channel" with Connor in an upcoming 1-on-1, quoting Connor's LinkedIn jab on the topic. His analogy: "Uber doesn't have cars either... but they have a lot of cars!" — implying platform-style compute channels can aggregate GPU supply without owning it.

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