How I Talked a GPU Owner Out of Building a Token Factory Over Dinner
GPUs plus open-source parts do not make a token factory. Each layer hides 10–30× efficiency gaps. Tokens are commodities; TSMC-style neutrality wins.
13 min read
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Compute2 posts
A Token Is Not a Thing
GPT-5.5/Opus 4.7 demand is near-infinite, mid-tier models vanish, low-end compute idles; tokens resemble electricity but act like a mismatched gas station.
7 min read