VC says compute is the #1 startup constraint — and funds should buy GPUs for their portfolios
sarahdrinkwater · x · 2026-09-16
A discussion around the @CommonMagic portfolio argues that compute is the #1 constraint for startups — an existential issue, especially in Europe. Hiring is the #2 issue: top generalists have a thousand options, but mission-driven companies still punch above their weight. The author's concrete proposal: a large-AUM fund should literally buy a pile of GPUs for its portfolio companies, treating compute as a value-add investment.
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