Who cares
Constituencies. The session deliberately scopes the audience by running "who cares?" across both sides of a ledger. On the negative side: "the competitors, the centralised compute providers, the foundation models," plus "smaller shop-style data centres that are looking for more dynamic compute distribution." The Frontier Models care "in a negative sense." On the positive side: "the whole data dignity group" ("self-sovereign control of your data footprint"), "Indigenous groups that want their own language models trained on their culture and their language," governments "especially the EU, UK" and "anyone apart from American," "home labs and the home lab networks," and "researchers" and "universities that want their own compute."
Nuance or tension. The audience is inverted: a competitor is also positioned as a partner. "We're actually trying to be their partners with Deep Thought, the timing of that is currently incorrect." China is held as a disagreement, not averaged: "China cares, because they're kind of, USP is these open source models" but "they care in a funny way that way, so I wouldn't say that."
See Sovereign Compute ยท hub: Who Cares?