POPA ReconHot take from S.F. compute:
Hot take from S.F. compute: “Within the next six months, most AI startups will not be able to buy compute. The world's compute is sold out. To get capacity, you'll need to sign up for a new cluster. However, it's becoming increasingly difficult to get capacity online from folks who are not investment grade. Startups are not investment grade. ”
The excerpt is quoted from a public Telegram channel, which owns its text.