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GPU-Native Stack The GPU stopped being a chip. It became a balance sheet item. Most people haven't caught up. → Agentic Agent loops don't reduce network activity — they multiply it. The infrastructure build isn't slowing down. → Financialization CoreWeave wasn't a GPU company going public. It was a proof of concept for compute as a financial asset. → Bottleneck Whack-a-Mole Everyone's watching model capability. The real constraint is somewhere else, and it keeps moving. → GPU-Native Stack The GPU stopped being a chip. It became a balance sheet item. Most people haven't caught up. → Agentic Agent loops don't reduce network activity — they multiply it. The infrastructure build isn't slowing down. → Financialization CoreWeave wasn't a GPU company going public. It was a proof of concept for compute as a financial asset. → Bottleneck Whack-a-Mole Everyone's watching model capability. The real constraint is somewhere else, and it keeps moving. →

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