If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it.

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• Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. MHMax Hodak7 Aug 2026similar wording
• Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. JHJensen Huang15 Apr 2026similar wording
• Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price. SASam Altman18 Mar 2024similar wording
• A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. ADAswath Damodaran3 Dec 2025similar wording
• Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it. SASam Altman18 Mar 2024similar wording

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