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Joined 10 months ago
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Cake day: June 5th, 2025

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  • I think the supply chain issue is probably the most pressing out of all of them. The other points people have are either non-issues or a result of dropping usage hogs into existing electrical infrastructure. Infrastructure can be updated, though.

    Supply chain is different. There isn’t a supply shortage of chips, its that profitability dictates you should sell them to datacenters or adjacent industry. Unlike infrastructure where you can just build out more, adding more supply for chips just means you have more to sell to datacenters. Since the demand is there, end of day profits will always win.



  • I think the article is pretty accurate about what to expect. The author’s view is grounded in reality. They are a business, but that doesn’t mean “the capitalists are in control”. I would like to think commenters have researched Accel’s prior fundings, but I know that is not likely. In short, they do not attempt to control companies. In 300 fundings, they have never attempted to take a majority stake in any company and do not hold majority stake in any company. They don’t do acquisitions.

    Accel is probably one of the few equity groups that isn’t pure fucking evil. If anyone wants to pick a fight over that, fine, but at least research that company first.