AI Is Cheap to Use, Expensive to Provide: Investor Says Compute Needs Real Spot Prices
Kyrannio · x · 2026-10-05
Chaotic Capital managing partner Julie Fredrickson argues on the Infinite Loops podcast that AI is "cheap to use, expensive to provide" — compute has been subsidized to drive adoption, and the next phase of AI will likely need real spot prices for compute.
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