"Instead of being worried about OpenAI or Anthropic, why don't we look at the combined entity and how fast it is growing?" @20vcFund General Partner @P_Bonnet says OpenAI and Anthropic have committed over $1T in AI infrastructure spend, roughly 50% of the entire AI buildout: "Both of those labs make massive spending commitments, and those commitments are used by neoclouds to raise debt and put those GPUs into the ground." "Those two labs have committed over $1 trillion of spend. That's…