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Kyle Corbitt argues that AGI won't truly arrive until H100 rental prices rise about 10x to roughly $30/hour, using a supply-and-demand calculator to show that AGI-capable agents would demand ~28x more compute than currently exists at today's $3.52/hour rate.
AI models are experiencing significant price reductions due to competition, while GPU rental costs are increasing, highlighting the growing value of compute resources.
The article discusses how finance is well-suited for massive AI agent swarms because high compute costs can be justified by the extreme value of differentiated investment insights in hedge funds.