the real AI race is about building the best infrastructure: ...

Byzantine

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hex

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nevent

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Kind-1 (TextNote)

2026-07-15T08:32:21Z

the real AI race is about building the best infrastructure: electric grid, inference, training farms, power generation.

there is no race with building models.

models are commodities.

infrastructure is the moat.

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  "content": "the real AI race is about building the best infrastructure:  electric grid, inference, training farms, power generation.\n\nthere is no race with building models.  \n\nmodels are commodities.\n\ninfrastructure is the moat.",
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