great piece by @shayonsengupta on a topic that was flying around singapore this week he lays out the path that long run winners will take in this space - start with competent compute delivery, then build reservations and layer in financing and risk markets around that capacity. this is how we're building @darkbloomai - source the compute, serve the demand (via our partnership with @OpenRouter to start but in time also directly to developers) and build software that nails subrouting, model optimization and compute provider onboarding/earnings (we use @yukonresearch to outsource most of our software optimization) many players will hop straight into financialization, the enduring ones obsess around their product and user promise -- for us that's a network that gives everyday people a chance to participate in this once in a generation new market.