Aditya Agarwal(@adityaag):If building datacenters becomes harder, it is obvious that you should be super long anyone who has existing capacity (aka hyperscalers). It's not like the demand for the spice is going way -- it is only continuing to go up. Thus the spice holders will win big. What will suffer is the rate of new model training. I guess we will pace the frontier after all. The body politic speaketh.

Aditya Agarwal

@adityaag

General Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad

Joined March 2007

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Aditya Agarwal@adityaag

2026.11.07 19:57

If building datacenters becomes harder, it is obvious that you should be super long anyone who has existing capacity (aka hyperscalers). It's not like the demand for the spice is going way -- it is only continuing to go up. Thus the spice holders will win big. What will suffer is the rate of new model training. I guess we will pace the frontier after all. The body politic speaketh.