Shanu Mathew(@ShanuMathew93):“The really interesting implication is that the frontier labs end up competing on who can afford the most compute. The labs making the most revenue can bid up GPU prices, making it even harder for everyone else to catch up. Basically it’s a super steep power law with only top labs surviving and the rest fighting to create small cheap models with no pricing power. “

Shanu Mathew

@ShanuMathew93

Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. PM equities. Prior: HY credit, ibanking. All views expressed = personal. No investment advice. DYOR

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Shanu Mathew@ShanuMathew93

2026.07.29 19:37

“The really interesting implication is that the frontier labs end up competing on who can afford the most compute. The labs making the most revenue can bid up GPU prices, making it even harder for everyone else to catch up. Basically it’s a super steep power law with only top labs surviving and the rest fighting to create small cheap models with no pricing power. “

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