Today, Compute Was Never the Constraint. Cheap Money Was.
How OpenAI’s reported $1.4 trillion valuation, $750 billion in hyperscaler capex and a 5% cost of capital collide, and what it means for AI investors and founders.
Read the full article at my Substack.
https://thenomadicgoat.substack.com/p/compute-was-never-the-constraint
TheNomadicGoat / The Nomadic Goat
npub1zk…rdrsk
2026-10-08 11:16:58 UTC
Author Public Key
npub1zk666j6uudtzfkv2m5flduzcte5yswhlae8el20yta6sxmc98uts8rdrskSeen on
wss://relay.damus.ioPublished at
2026-10-08 11:16:58 UTCEvent JSON
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