“We create implied forward rates based on the reserve contracts we see that’s transacted… It’s implied based on reserve contracts, not futures.”

Silicon Data · Pitch The PM · EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange

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What was described

Create an implied forward curve for GPU pricing by aggregating reserve contract data from multiple sources

Said nearby on the same subject

“You own the transaction data… you can license from them as well… we give you things that… our implied forward curve, our residual value.”
♫
Said on Pitch The PM
Data play Share this moment
“I gave a price of three decimal points. Usually we give two decimal point pricing… we got the contract.”
♫
Said on The Core Report
“We’re seeing usage-based pricing, hybrid contracts, and something called a credit… outdated revenue architecture can kill a great pricing idea”
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Said on Run the Numbers
“Break evens are pricing in a return to break evens are basically at 2.3% throughout the whole curve”
BK
Brij Khurana
Alpha Exchange ·
Hard number 2.3% break-even rate Share this moment

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