Davos is just like high school. Anyways check out The All-In Podcast. @jason said he would invest.

they said Davos would be luxury living

Over the last 6 months, Ornn's GPU price index shows actual traded compute prices have stayed flat to slightly down. Cloud provider spot markets are seeing demand spikes, but that's not the same as executed transactions. Listed prices ≠ traded prices. Headlines ≠ fundamentals.

where did Kimi get those GPUs?

Startup Life in Davos: Four Dudes to a Room Last week, @jason went around Davos "Man on the Street" style, interviewing attendees. Here is Kush Bavaria explaining startup life in Davos: ------------------------------------ Thanks to our partner for making this happen!: Our

Exciting things incoming…. 🇺🇸 🦅

Turns out, writing about Ornn last week was just the tip of the iceberg when it came to Capital Markets in the Compute world. I took a step back and looked into the ingredients needed for Capital Markets to form around a commodity.

industry data before public markets data.ornnai.com

Shoutout Donut Pub and saltandstraw but Eli Lilly and Company plz save us

x.com/i/article/2015…

x.com/i/article/2018…

All investors should understand this before investing in $CRWV and other clouds

The trajectory of human civilization now runs on compute ibtimes.com/price-intellig…

x.com/i/article/2020…

Chat with wayne nelms about the future of AI financing. Topics outside engineering are important too, probably more so in this insane environment. Stepping out of comfort zones on Semi Doped Podcast is really fun. Give it a listen.

life when we didn’t know what google’s B200 depreciation curve was

x.com/i/article/2023…

Get ready for a new wave of securities, hedges and collateral economist.com/finance-and-ec…

We were highlighted in the The Economist! The world is changing quickly. Ornn is helping to help make building AI infrastructure safer and more transparent. Excited to keep pushing forward to support the future of compute.

Compute is the most important commodity someone had to hedge it Ornn shoutout Mike Bird for an incredible article