Compute won't follow cheap power's paradox: why Jevon's law will hold for AI compute
AccBalanced · x · 2026-10-04
This quote-chain riffs on SF Compute CEO Evan Conrad's analogy of compute markets as electricity before the power grid.
- FPuklowski adds: pooling demand made electricity cheap, but cheap power didn't mean less usage — we plugged everything in.
- Same for compute: the bottleneck is real, especially for high-performance compute, but as inference gets faster and cheaper, demand rises with it.
- His take: Jevon's law will hold, and compute consumption will keep growing despite falling costs.
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