A ~2-year window to decentralize before hyperscalers regain the advantage
BASS 2024 10 Ben Fielding, Greg Osuri, Guy Wuollet, Steven Willinger (Stanford Blockchain Club)
“We’re going to fix the supply chain problem at some point… but once the supply chain is fixed, you get the economy of scale that large hyperscalers have that may overpower the network. So I think we have maybe about 2 years to really decentralize, because we have one thing the hyperscalers don’t: Akash is the only place to get on-demand H100s right now — and that’s going to be not forever.” — 00:10:24
Context: Answering whether decentralized networks can compete with AWS/Google once GPU scarcity ends; he frames crypto incentives and gamification as the tools to grab distributed supply during the window.