Cubb
1K posts
$OPEN All eyes are on @Opendoor 👀 😍🤩👌 Opendoor Technologies (NasdaqGS:OPEN) is piloting an AI-powered mortgage platform in Colorado. The product is offering mortgage rates that are significantly below the current market average. Opendoor is pursuing licensing in more than 20 states, with plans to scale quickly if the pilot meets internal goals.
Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. openai.com/guaranteed-cap…
Today on MCG: @khouuba | Building @primisprotocol $PRIMIS is building the pricing layer for compute @CMEGroup just validated the thesis by partnering with Silicon Data to launch the first compute futures market👇 00:03 - @DineroDom0 lays the foundation 03:46 - What is Primis? 07:04 - GPU prices skyrocketing 07:40 - Airline analogy 08:48 - Anthropics model 09:29 - Closed beta running a month, $100K monthly compute volume, 23% avg savings 10:27 - Khouba's background 14:00 - Ten providers integrated 17:24 - Targeting small and medium AI labs, not OpenAI or Anthropic 23:53 - Long compute thesis 24:50 - Eight teams in closed beta, each spending $10-15K monthly 25:39 - @xai , @AppliedInt , @rendernetwork , all names on the waitlist 33:25 - Silicon Data call on Thursday 39:50 - Two LOIs in progress from teams that saw the 30% spike protection 42:30 - Barriers of entry 47:10 - Open Beta ETA 43:44 - Funding 43:45 - 3rd place in the @BagsApp Hackathon 49:10 - Token talk 49:58 - 50% of profits flow back to token holders, 50% reinvested 56:24 - What's next 1:02:40 - Margin goals 1:03:00 - Wrap up + Takeaways 1:07:35 - TA
This Week on @MCGlive Monday 5/18 12:30 - $PRIMIS @primisprotocol w/@khouuba (@BagsApp) Tuesday 5/19 12:30 - $KAIO @KAIO_xyz w/@PinkuSurana 1:15 - @risedotrich w/@0xSahand 2:00 - $TCG @collectdotrip w/@cryptocharles__ @notsofast Wednesday 5/20 12:30 - $CLUDE @cludeproject w/@sebbsssss 1:15 - $PERCOLATOR @PercolatorTrade w/@0xsquid_sol @dcc_crypto Thursday 5/21 12:30 - $FDRY @unbrowse w/@lekt8_ 1:15 - $ROUTER @SolrouterAI w/@Ghosthash1 Friday 5/22 11:30 - $MET @MeteoraAG DLMM Product Updates w/@0xmiir (@met_lparmy) 1:15 - $CLAW @clawpumptech w/@conejocapital
GPU shortage is worse than ever. H100s cost more today than they did 3 years ago, and you cannot get them on-demand. The big AI labs have locked up most of the supply for years. I’m worried university researchers and individual developers simply won’t be able to get GPUs.
Bloomberg: $650 billion. That's what Alphabet, Amazon, Meta and Microsoft are spending on AI infrastructure in 2026 alone. A boom without a parallel this century. But the next data center isn't a building. It's the world. 4 billion phones and PCs - already built, already on, already connected. Sitting idle. Earning nothing. That's the infrastructure layer nobody is pricing in yet. IDLE Protocol turns all of it into a single distributed compute network. Tasks get submitted, idle devices execute them, contributors get paid in USDC. No data center lease. No capex. No hyperscaler bill. $650 billion to build new infrastructure. We're activating the infrastructure that already exists everywhere. bloomberg.com/news/articles/…
