Compute scarcity
Subject in Technology
Compute scarcity has come up in 1 episode across 1 podcast in TMT, including Moonshots with Peter Diamandis. 1 person has made recorded remarks about it.
What people said
Dave BlundinFounder and general partner of Link Ventures, co-host of Moonshots
Blundin argues that businesses denied AI access, even small ones like bakeries, will be uncompetitive.
“the neighboring bakery that does have access to AI will operate with at least a 30, 40, 50% operating margin advantage”
Moonshots with Peter Diamandis: The Great Collision Between Politics and AI | #309 (Nov 7, 2026) · Listen from 1:23:12
Blundin argues startups need a guaranteed right to compute because large buyers have reserved nearly all capacity.
“if you want a thriving entrepreneurial America, you have to have some kind of a right to compute”
Moonshots with Peter Diamandis: The Great Collision Between Politics and AI | #309 (Nov 7, 2026) · Listen from 1:18:49
Blundin argues Canada is the natural place for new data centers because of its power supply.
“the power supply is overwhelmingly better per capita in Canada than it is anywhere else in North America”
Moonshots with Peter Diamandis: The Great Collision Between Politics and AI | #309 (Nov 7, 2026) · Listen from 21:29
Podcasts
- Moonshots with Peter Diamandis · 1 episode
Episodes
The Great Collision Between Politics and AI | #309Moonshots with Peter Diamandis · Nov 7, 2026 · 1 h 47 min
Salim Ismail, Alexander Wissner-Gross and Dave Blundin discuss how Democratic midterm gains and data-center backlash affect AI, markets, recursive self-improvement and orbital compute.