Find XO: $500 Billion Solidifies into Concrete: What Compute Buildout Leaves for Founders (openai.com)
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- OpenAI, SoftBank, and Oracle's $500 billion Stargate project is solidifying into a physical presence.
- The Texas Abilene hub is already operational and approaching 7 gigawatts with five new sites.
- Even as supply grows, there is no guarantee all founders get compute at the same prices and terms.
- Don't leave inefficient structures unchecked expecting compute to get cheaper; establish flexible systems first.