Capital, not compute, is becoming AI's real bottleneck, argues analyst
RihardJarc · x · 2026-11-02
Rihard Jarc argues that capital — not compute or talent — is the real bottleneck in AI now and going forward, unless a new economic vertical with elastic demand (like coding, or fast-monetizing science) emerges soon. That would significantly reshape the landscape, with future winners potentially looking very different from past ones. He plans to publish a comprehensive article on the topic.
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