Don’t Buy Hardware

I've seen a lot of big bets about ai hardware, but I can't disagree enough. AI is in it's early Uber stage, vc money is being pumped in to attract users and beat competition. Buying hardware would be like taking a taxi, why not let vc pay for part of your ride?

As ai changes, so to does the ideal hardware to run it. When hardware is at a premium, and most AI startups lose money on compute, why would I invest when it will depreciate in 3 or so years? (while other companies are playing funny financials to extend depreciation out to 5-7 years to make cards more valuable to investors, Amazon recently lowered the target from 6 years down to 5 years).

Source: https://www.technologyreview.com/2025/11/19/1128119/quantum-physicists-compress-and-deconsor-deepseekr1/amp/