Game theory take: AI labs will buy half the world's compute, then raise prices like a cartel
gandamu_ml · x · 2026-10-13
In a thread on how AI labs can keep going, the author offers a game-theory base case: keep scaling and inflating equity value faster than the rest of the economy, keep purchasing more than half of all compute, and when cheap money runs out, raise prices like a cartel while enforcing the lead with internal models. A follow-up adds that getting compute online quickly and renting it out for profit beforehand makes the play even stronger.
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