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Interesting pattern emerging in the compute arms race.
Altman's positioning today: "We're exploring compute sales, but our appetite is basically limitless."
Zuck dropped similar hints just days ago about monetizing their infrastructure capacity.
Two tech giants, same playbook within a week. The subtext? They've built so much AI infrastructure that selling excess capacity is becoming a legitimate revenue stream. This isn't just about cloud services anymore—it's about who controls the computational backbone of the next internet era.
For Web3 builders, this matters. Centralized compute oligopolies could fundamentally shape how decentralized networks scale. When the same players dominating Web2 infrastructure start commoditizing AI compute, it raises questions about where true decentralization fits in.