“If you're a neocloud, you can buy the GPUs, deploy them, sell a strip of GPU futures, and then just sell on-demand compute…sell six month contracts…post a big percentage upfront”
♫
Said on Odd Lots
“We license our indices to CME. That's one of our most famous products. CME is going to launch Compute Futures on our indices.”
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
Play from 9:12
9:12
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What was described
license compute benchmark indices to CME for launch of compute futures contracts
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.”
SD
Silicon Data
Pitch The PM ·
“We pipe into Bloomberg terminal… we have 12 indices on our terminal… they now are delayed by design… sub-license only for the terminal.”
SD
Silicon Data
Pitch The PM ·
“We now shipped 1.5, 1.67 billion units… it's the only computing architecture that's in every cloud, every computer company”
♫
Said on BG2Pod with Brad Gerstner and Bill Gurley
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