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Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast

cloudedjudgement.substack.com · 2,333 words · saved by 3 readers

Every week I’ll provide updates on the latest trends in cloud software companies.

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! The End of Compute Scarcity? Not So Fast I think there are two big questions hitting AI markets right now: If SpaceX (via xAI) and Meta are all of a sudden turning around and renting out their compute capacity, are we really in a compute crunch or is the system starting to fill up with excess? What does the rise of open source models and the end of tokenmaxing mean for Anthropic and OpenAI? On point 1 - SpaceX famously created ~$2.32B of monthly revenue by selling (ie…

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