Tom Tunguz: The Beginning of Scarcity in AI — GPU Prices Up 48%, Access Becoming Gated

Tomasz Tunguz·medium signal

Theory Ventures' Tunguz documents GPU rental prices for Blackwell chips hitting $4.08/hour, up 48% in two months. Anthropic limits Mythos to ~40 organizations. He identifies five consequences: relationship-based model selling, AI to highest bidder, available-but-slow tiers, inflationary commodity pricing, and forced diversification to smaller/local models. AI compute access is becoming 'the fourth pillar of engineer pay.' 163pts/207 comments on HN.