Albert Wenger: If compute stays scarce, duration mismatch is an AI firm's most valuable asset
albertwenger · x · 2026-10-28
VC Albert Wenger argues in a thread that if you believe we remain compute constrained and are moving toward RSI (recursive self-improvement), the so-called duration mismatch "problem" in AI financing could be among these companies' most valuable assets. He adds the move could absolutely turn out to be brilliant.
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