Source: The Mozilla Blog
Mozilla's argument flips the typical VC playbook: as model training costs explode and GPU availability becomes the real bottleneck, startups with $100M in funding but no compute access face worse odds than smaller competitors with guaranteed inference capacity. This explains the recent pivot toward vertical AI applications and why companies like Anthropic and CoreWeave are structuring deals around compute commitments rather than traditional equity rounds. The constraint has shifted from money to silicon. Generalist AI founders and venture return models built on the assumption that capital solves most problems face tougher conditions.