Ultrametric AI explores automating the startup itself

Dwarkesh Patel's video argues that geometry, not compute, is the constraint on AI progress. No further details were available in the source snippet.

Evan Conrad recounts how San Francisco Compute started as an AI lab that subleased its own GPU cluster to survive, then began operating clusters and running a market for them. He traces the chain of problems new labs and inference companies hit, starting with everything being sold out.