Founders now spend their time hunting compute: Instinct demand doubles every week
ai · x · 2026-09-29
Investors talk margins and markets; founders talk where to buy compute. From Patrick O'Shaughnessy's podcast: Instinct's Noah spends 40% of his time securing compute as needs grow 10% a day—effectively doubling weekly. Unlike SaaS, GPU lead times run months, so pre-buying 5x or even 10x capacity gets consumed within weeks. Compute access is now a founder's core job.
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