“You’ll be able to trade futures contracts on the output, on the tokens themselves… that profit margin… akin to what an oil refinery does”

Odd Lots · Don Wilson on the GPU Market's Trillion Dollar Question

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14:19

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What was described

Proposed creating futures contracts on the token output of AI models (token futures)

Said nearby on the same subject

“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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“We use technology a little bit differently… Tranium for input of tokens, Cerebras for output of tokens… sellers were compensated to work with them.”
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Said on Revenue Builders
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“We're developing dashboards… so people can understand how the model impacts their token usage.”
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“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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