“The municipal bond market in the US is I think four or five trillion.”
RW
Rob Wigglesworth
Better Offline ·
“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”
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
Play from 18:11
18:11
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What was described
estimate total notional compute market at $30 trillion annually (10× spot market of $1-3 trillion)
$30 trillion
Said nearby on the same subject
“I think the memory industry has now increased by market cap by $2.5 trillion over the last four years.”
PG
Pat Gelsinger
The a16z Show ·
“We're on the order of, you know, trillions of dollars now. And it's probably going to hit 10 trillion before it's done”
PK
Paul Kudrosky
The Ezra Klein Show ·
“The projections from Bain and McKinsey and all of the research houses that do analysis on the market is that it's going to continue to grow and explode to $20-plus trillion asset class.”
BH
Ben Harrison
Capital Allocators - Inside the Institutional Investment Industry ·
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