Gradient VC partner: overbuying GPU leases can bankrupt you, underbuying kills growth
darian314 · x · 2026-10-10
Thezbg, general partner at Gradient VC, framed the core compute procurement dilemma for AI startups: "If you overbuy, you could bankrupt the company by having too many lease commitments, and if you underbuy, you could knock down your growth trajectory and have a bunch of unhappy users."
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