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Evan Conrad
Founder

Evan Conrad

Co-founder and CEO at SF Compute

LinkedIn@evanjconrad

Guest arguing that credit constraints, not chips or power, are the bottleneck in AI compute; discusses long-term contracts and market dynamics.

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AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
The Cognitive RevolutioncautiousOct 24, 2026

“Guest arguing that credit constraints, not chips or power, are the bottleneck in AI compute; discusses long-term contracts and market dynamics.”