Deedy argues neolabs can win despite heavy upfront GPU compute costs

Deedy, writing as a bull-case rebuttal to a bearish post, argues that compute is a cornered resource that neolabs can secure during a limited funding window.

He says big labs face an innovator's dilemma that leaves openings for neolabs, and that many are already generating revenue quietly.

He concedes the sector is early and that the original post's point was about how hard these businesses are to run, not that they are impossible.