Coming Compute Shortages Will Be Far Worse Than GPUs, Predicts Viral Thread

StewartalsopIII · x · 2026-11-04

notdevin predicts shortages far worse than GPUs: within two years, your inference and compute will come from providers you've never heard of. He claims AI now gives him 20x+ the pace at 1/100 the cost of labor; shortages will push that gap toward human cost, but he'll still prefer agents over humans. "We may not fall, but we will not remain standing as we are."

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