Agreed! Now look at all that STRANDED consumer compute Let’s say we’ve developed a way to FRACK that compute and connect it into one market You might call it a decentralized datacenter… decentralized global computer… WORLD COMPUTER ⁉️🤭 Our favorite line from Jensen @ GTC noted the linear correlation between a company’s computer and their revenue (and valuation) Mo compute mo money OpenAI now valued at $850B said they had 2 GW of compute at end of 2025 There is 20 GW of stranded consumer compute just sitting on people’s desks And if we can do something meaningful with that compute… then paying bitcoin to the people directly to buy it… unlocking even a fraction of that 20 GW… Can you do the math? See you next week ✌️🤑✌️⚡️🎉🌊
Ben Pouladian
@benitoz
Sam Altman: “It’s always about compute.”
He’s describing the Co-Design Thesis in real time. Next-gen models demand massive coherent clusters not just more GPUs, but unified fabrics connecting them at scale.
The data center IS the computer. Most investors aren’t ready. 🚀
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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