Evan Conrad argues AI will shift scarcity toward compute, capital, and supply chains

Evan Conrad argues that AI’s expanding use of tools and physical infrastructure will make compute, capital, and adjacent supply chains more consequential constraints. He describes San Francisco Compute’s model for operating GPU clusters while enabling longer-term capacity transfers, and says pricing and capacity pressure are already visible. Those market observations and future forecasts are his interview claims, not independently verified measurements; the distinction matters for assessing where AI infrastructure risk and bargaining power may move.