O'Driscoll: Meta's buy-it-then-resell compute logic holds only while demand stays tight
Rory O'Driscoll · Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings · Jul 9, 2026 · at 37:04
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Save the cut (mp4) →“And that's the risk is that it turns out that, you know, right now the assumption and Zuckerberg said it is, hey, we should invest because if we can't use it, we can always sell it. And that, and this is what you're seeing right now. Everything there is true up until the moment that compute demand isn't there at the margin. That's not happening now to be clear. It's never been tighter, but if that changes, then all these assumptions go out the window.”
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