Compute is real estate, electricity and oil at once — with a depreciation problem
AccBalanced · x · 2026-10-05
A thought-provoking framing of compute economics: it's real estate when location and power matter, electricity when delivery and uptime matter, and oil when grades and financialization matter. But compute faces novel problems — rapid technological depreciation and software shifting the price of silicon — so the commoditization layer is being built atop a moving asset.
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