Kerman Kohli

Capital × Competence

The post argues that compute has become the new form of power, driving AI capabilities through large language models, agentic sandboxes, and data services. However, owning raw hardware is only half the equation; the ability to use compute efficiently is equally critical. Many users, exemplified by OpenClaw hobbyists, over‑invest in hardware they don’t need, while cloud‑dependent startups sacrifice ownership and incur ongoing costs. The author concludes that the future elite will be those who blend capital investment with compute expertise to maximize output.