Alex Boom retweetledi

The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate.
If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase.
Elon just proved it with Cursor.
Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer.
If you are a sharp on the other side who owns the right assets… 🤤
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