Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou

Chapters

1. 00:00 Intro
2. 00:59 Why Does Compute Need Markets?
3. 08:53 Compute Still Trades In Group Chats
4. 13:38 Why Finding GPUs Takes So Long
5. 19:21 How Much Compute Should You Buy?
6. 26:58 Why Are Compute Prices Rising?
7. 33:27 Can Architect Take On CME?
8. 38:13 How Do You Hedge Compute?
9. 43:08 The Risks Behind GPU Lending
10. 52:08 What Really Constrains The AI Market?
11. 01:02:08 What Is Everyone Missing About Compute?

Chapters come from the timestamps in the video description.