Scarcity arbitrage for bottlenecked AI infrastructure components
Acquire scarce infrastructure components when supply constraints make their economic value exceed their purchase price, hold them while demand remains constrained, and resell them at a premium.
From Dwarkesh Patel — Dylan Patel – Two labs will soon control most of the world's workforce at 10:09
Problem: Connects urgently constrained AI infrastructure demand with equipment that cannot be delivered quickly through the normal supply chain.
For: AI infrastructure builders that need bottlenecked equipment such as EUV lithography tools or turbines.
Products from this video
Antithesis Fable orchestrator Grok Bot OpenAI Codex OpenRouter SGLang vLLM
Examples
- An EUV tool was described as potentially costing $400 million to purchase and reselling for more than $1 billion.