“We create implied forward rates based on the reserve contracts we see that’s transacted… It’s implied based on reserve contracts, not futures.”
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Pitch The PM ·
Odd Lots · Don Wilson on the GPU Market's Trillion Dollar Question
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Proposed creating futures contracts on the token output of AI models (token futures)
“We create implied forward rates based on the reserve contracts we see that’s transacted… It’s implied based on reserve contracts, not futures.”
“We use technology a little bit differently… Tranium for input of tokens, Cerebras for output of tokens… sellers were compensated to work with them.”
“We're developing dashboards… so people can understand how the model impacts their token usage.”
“The starting point is financial modelling to have clarity on your future outlook... we do every year at your annual progress meeting”
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