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Compute remains the primary bottleneck in AI scaling. Companies are increasingly allocating compute and tokens via price to the highest bidder, leading to potential throttling for lower-tier users.

Impact: Increases the strategic importance of custom silicon (e.g., Amazon's chips) to reduce dependence on Nvidia.

— from AI Agents and the Great SaaS Value Trap · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 16, 2026