every ai-native founder with revenue is turning into a mini-neocloud with value add on top @dylan522p said it last month he's right, and it's going to sort people out faster than they expect the chips are the first lever: they determine who you can serve, which models you can run, which workloads make sense and what price you can offer them at but that choice only really matters if the demand on the other side matches it a rack built for batch inference and a rack built for latency-sensitive agents are both compute. they're pointed at very different customers with very different economics. the best AI-native businesses aren't buying capacity and then looking for somewhere to put it. they're starting with the workload and building the stack backwards from there. the chip determines what you can sell at what speed and the customer determines what it is worth.