sam's $1T IPO is the strongest case for decentralized compute, but he just doesn't know it yet

wall street is pricing intelligence like oil fields. massive fixed costs, long-term rent on every API call
that model only works while control stays centralized for compute, model weights, access and pricing
but intelligence is starting to behave like a utility, and utilities historically don't stay closed:
> compute demand growing faster than supply
> idle GPUs sitting unused globally
> latency pushing inference closer to users
the demand that built aws's monopoly is now bigger than aws can serve. idle GPUs and latency pressure make decentralized supply cheaper than building more data centers
sam just priced the target. the open market will undercut it