SF Compute COO @Ethan_is_online on why he agrees with Dwarkesh's essay that compute gets more expensive: "I think compute is probably gonna get more expensive. 10x expensive or 5x expensive or 20x expensive." "I think basically the reason why it dropped was, in the middle of 2024, a hyperscaler came in. I think they just made the switch from RoCE to InfiniBand and bought every transceiver on the planet Earth." "That meant that you could get the GPUs in the data centers, but you couldn't…