Founder suggests IPO-ready AI startups should coordinate to 'pace' the capex arms race
deliprao · x · 2026-09-24
A founder ( reshared by Delip Rao) argues that if you run an IPO-ready startup engaged in a capex arms race with a competitor, it would be sensible to coordinate and "pace" the arms race — a notable commentary on the sustainability of AI's massive compute spending.
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