COMPUTE SCARCITY IS PERMANENT. BUILD A LADDER

Summary from the TLDR Founders newsletter

Processors are currently scarce because of the same bottleneck: the high-bandwidth memory and the advanced packaging that binds it to the die are capacity-limited across the entire industry. This can't be fixed with a bigger cloud budget or a patient retry loop. This constraint isn't clearing anytime soon and is likely a permanent condition. Businesses need to build for this reality rather than waiting for the shortage to end.