Compute was never a commodity. Lambda co-founder and CTO @​stephenbalaban joins @​mattturck on the MAD Podcast on the state of AI compute in 2026: what the H

Compute was never a commodity. Lambda co-founder and CTO @​stephenbalaban joins @​mattturck on the MAD Podcast on the state of AI compute in 2026: what the H100 price indices get wrong, the real cost stack from photons to tokens, and why we're still underbuilding. Full conversation:

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