Rewatching the video it strikes me that there is no talk of how the compute will be paid for. Altman is saying there is so much demand for compute but a lot of that is because he's setting the price for users to zero in spite of the service costing a lot to provide.

I guess they figure once they have the users they'll monetize somehow but that bit's kind of iffy.

Is there? Is there actual organic demand for compute or is it all just a mirage created by the companies themselves?

I agree, though it's not out of the question that there could one day be a single country whose economy relies entirely on data centers, similarly to petrostates. Maybe we'll call them datastates, or compustates.

We have that today - Sealandia! Also where does today's Taiwan fit in that spectrum? Is it a "compustate"?

I agree with the idea but it is no certainty.