.@GavinSBaker explains how most people don't understand how hard it is to stand up energized compute, and that a lot of 'amateurs' will get cleaned out by 2027. "Standing up a big GPU cluster is like running an F1 team." "A bunch of people who have no relevant experience have acquired some land and power, then they get a zero down payment offtake agreement from someone, and a lot of that is being cleaned up." "This is a forcing function to allocate GPUs to people who can actually bring on a cluster, energize the GPUs, and run it well." "Companies like CoreWeave, Crusoe, Nebius, SpaceX, etc." "It takes most people 3-6 months to get the GPUs energized. If we can, through Jensen's new DSX product, get that time down, I think that that's also healthy because that effectively takes a lot of working capital out of the market."