“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”
♫
Said on Odd Lots
“In oil, we call it a crack spread… In soybeans, we call it a crush spread… At DRW, we call this the crunch spread”
Odd Lots · Don Wilson on the GPU Market's Trillion Dollar Question
Play from 15:12
15:12
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What was described
Coined the term “crunch spread” to describe the profit margin from renting GPUs, loading an open-source model, and selling tokens
Said nearby on the same subject
“We can screen share, obviously, so we can crunch numbers, we can review profit and losses, we can budget... It's about educating the client as well at the same time.”
DE
Dave Ebdon
The Quiet Operator ·
“There's a lot of reporting showing that the gross profits for serving the models are, you know, the gross margins are positive.”
GL
Garrison Lovely
Future of Life Institute Podcast ·
“If companies have sales overshoots or undershoots, a very high incremental margin relative to a lower stated margin can cause a big profit beat or a big profit loss.”
♫
Said on In Good Company with Nicolai Tangen
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