Dev Udata

@0xfishylosopher Doing this exactly at BitOoda. We’re building the brokerage for compute markets. Bitooda.io

Lots of buzz recently on compute capital markets. But what might these markets actually look like? A few thoughts on its market structure from first principles: > First, almost everyone agrees that compute has a nonfungibility quality. It behaves closer to electricity (temporal, nonfungible) than corn, oil, and gold. > This nonfungibility creates several downstream corollaries: (1) Reservations/capacity forwards are almost always bilateral OTC trades on particular SKUs and params (I want X hours of H200s in us-east-1 running Y model at 12pm on 8/1/2026) (2) There is no transparent "one-size-fits-all" pricing model for "generic H200s" like there is for corn/oil/gold, hence no proper futures market used for hedging (3) Most of the teams building in the space (eg. Silicon Data, Ornn, Compute Desk) are focusing on "standardization" indices/benchmarks, in preparation to create a liquid futures market. > The short-side of compute markets fundamentally comes from neoclouds (Coreweave, Nebius, Lambda) and indepedent data centers (people with GPUs), while the long-side of compute markets comes from inference dev platforms (Fireworks, Modal, Baseten) and the agentic applayer (Cursor, Perplexity, Suno, Rime) that do not run datacenter fleets > But these principals will never directly trade on general compute exchanges (eg. an H200 basket) because they require specific SKUs. Instead, they'll make their reservations/capacity forwards for specific SKUs with OTC dealers. > These dealers in turn can "hedge" particular SKUs with exposure to the underlying generalized basket exchanges. So the folks actually using compute futures exchanges are going to be MMs/OTC desks/compute dealers on both sides. This creates an endgame market structure like below:

@0xkeshav_ Great piece once again! The 10s median on CPI/BLS against a 2-3s theoretical floor is the number that jumped out at me. Where do you think that 7 second gap actually lives, news parsing latency or order submission?

@pierreeliottlal PH

Gojiberry AI just ranked #1 on Product Hunt. 🚀 Here’s exactly how we did it so you can do it too. Product Hunt is not a single post. It’s a 24-hour campaign. Most founders: • post the product • share the link • hope for upvotes That almost never works. What actually worked: → Preparing weeks before launch → Coordinating the first hour → Driving traffic from outside PH → Replying to every comment I wrote the full playbook explaining exactly how we ranked #1. Want to receive it? RT + comment "PH" below.

@niemerg @Auracledotone the new way to be right

Anyone want to try out a new kind of prediction market?

@codewithstein Building @Auracledotone auracle.one

Building in public? Drop a link below to show me you product

@Auracledotone @Neesh774 Check this out. Brought it to real life.

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@Neesh774 We've actually been working on this idea for the past few months. Go check out @Auracledotone and lmk what your thoughts are

turn that "i told you so" into 20 bucks introducing Wager • prediction markets with your friends

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@jaredhecht interested

i am looking for talented and creative writers (fiction, comedy, interesting non-fiction) that are embracing ai and want to do fun consulting work on a consumer product please dm me if interested or share if you know of anyone great

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@weibnb interested

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