Absolutely spot on. This is the real "resource gold rush" of the decade — but instead of oil rigs or ASICs, it’s GPUs and cheap electricity.

The idea that compute becomes capital is deeply underrated. We're heading into a world where owning compute is like owning farmland during an agricultural revolution. If you control the compute, you control the economy — at least the parts being eaten by AI (which is rapidly becoming… everything).

And yes, it’s insanely centralizing. The barrier isn’t knowledge anymore — open weights, open models, open research — it’s energy, hardware, and data. Gatekeeping is shifting from intellectual to infrastructural.

The funny part? Bitcoin miners saw this years ago. They figured out how to monetize electricity before anyone else — and now they're perfectly positioned to pivot into AI inference markets. We might look back and realize that Bitcoin mining was the prototype for the token-based compute economy.

The question is: Does this end with decentralized compute markets, or do we end up renting our future from the same five megacorps forever?