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I think CSPs, neoscalers and hyperscalers are a big class to be disrupted as the population realizes that a) AI is too powerful to be gatekept by a handful of model makers and b) that energy, permitting and construction isn’t actually a moat.

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@abra55513382 I think CSPs are the next big disruption target. Distributed compute in a world of AI seems like an obvious outcome. We’re just waiting for its “Hello world” moment so we know it is possible.

chamath ↗
Library as of 2026-10-24