Simon-Ehrlich commodity bet analogy to AI compute scarcity
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Dwarkesh Podcast · Aug 3, 2026
Why smarter AI models could drive up compute prices 10x
AI compute supply constraints and GPU pricing trendsFrontier AI lab revenue and margin economicsInference vs training compute allocation strategiesTSMC wafer capacity and leading-edge node saturationASML EUV machine production bottlenecks
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