投资人押注 CPU 算力：个人助理服务的基础资源
作者认为每个 Muse、Grok Bot、Instinct 会话都跑在云 VM 上，CPU 算力将像 GPU 一样稀缺，因此投资了做批量 CPU 沙箱的 boat.dev。
💸 today I invested in a new thing: cpu compute is essential to all personal agent services. every muse, grok bot, & instinct session uses a cloud vm. however, it's scarce. hyperscalers didn't plan their datacenter buildouts expecting a world where every earthly human is using dozens of cpu vms for ai agents. my friend @AniC_dev founded @boatdotdev to solve this. he's locking in bulk cpu compute prices now so he can provide the best full vm sandboxes for years to come. before this he was working on arbitraging hetzner (what was previously the cheapest compute on the market), visiting sf a ton, & building an audience of developers here on X. once i realized that cpu compute is going to become as scarce as gpu compute is already (after joining morph) i asked to invest immediately. there's no longer a moat in software or intelligence, the only durable thing is compute ownership. if you agree with this then you should find ways to invest in things like boat such that you're long compute. follow @boatdotdev to see what they will make
这条是引用着另一条写的：x.com/anic_dev/status/2111996860122747232