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About the San Francisco Compute Company

Compute is a commodity. We think people should buy it like one.

Startups shouldn't be forced to buy a year's worth of compute time in order to get market rate and data centers shouldn't go bankrupt because they can't fully book their clusters.

We think you should solve this the same way you do with commodities — with a liquid market. There should be some price you can get a "1 month on 2k H100s on a single fabric", because if there is, it lets the data center fill gaps in utilization, reducing the need for long-term contracts.