Jack Minor

Today, we launched GPU compute forward curves derived from our prediction market prices. Forward curves are now available on Nvidia B200. H200, and A100 chips. Forward curves track implied future prices. They are how mature commodity markets form expectations, allocate capital, and manage risk. Energy, interest rates/SOFR, FX, metals, and agricultural markets all rely on market-implied forward prices. Despite becoming one of the key inputs in the global economy, compute has lacked that market-derived infrastructure. Compute right now is where oil was before NYMEX — traded only via OTC deals, just like oil used to trade OTC between producers and refiners. As compute becomes as fundamental to the economy as energy, the industry will need a similar derivative market to promote efficient price discovery. Prediction markets are uniquely suited to this problem. Compute is not one uniform commodity and spans many chips, grades, tenors, locations, and contract structures. A live prediction market can aggregate those dispersed views into transparent prices that reflect market expectations for different maturities. The opportunity is big. Hyperscalers are spending over $700B on compute this year and the market is expected to grow to $7-10T by 2030. If this market behaves like traditional commodity markets, a liquid derivative market could be 10-20x bigger than the underlying spot market. Compute is still not uniform enough, but this is a step towards standardization as forward curves will help us see the rise and fall of different model prices and how they correlate. The forward curve is a first step. Up next: futures and perps.

dear claude code & codex teams, please, for the love of god, where is my executive super assistant that has: (1) a deep understanding of me via great memory, just pack 200k context with every chat. you can build this personal store from past chats, but also i'll just give you all my data, respond to 100 different personal questions, give you all my Apple Notes and iMessage (2) a no-chat interface. i don't want something that forgets me everytime, that i have to skip to the right chat. just ditch chats! its all one chat history, same as a real assistant. compaction and retrieval cannot be that hard (3) i can trust to reasonable certainty with my credit cards, info, email access, etc. and i can delegate to go do things for me. i just want something that can book a flight, hotel, refill my runpod credits, update all my old passwords, cancel all unused subscriptions (4) it is good at pinging me by sending me a text when i need to answer something for it or do something it can't. good back and forth communication. it also can't die all the time. i do think the idea of 'responses' is wrong, it should just always be 'on' in idle mode, ready to act on scheduled tasks. it should have lots of webhooks/awaits, for example, maybe it should text me everytime i receive an important email that needs my attention. a small model can scan everything and then call a tool to wake up BIGGER ASKS: (5) please let it call people for me. go schedule drs. appointments, sit on hold for me, etc. same with access to imessage/email etc on just handling things for me that i don't want to care about. (6) computer use that doesn't interrupt my work (works on another desktop on my mac/its own windows?) and is faster than me at filling forms and doing things. like how are models slower than me at typing and filling out forms than me still! i will pay you $5k a month minimum for this. if you need me to buy some physical hardware or rent some cloud thing that's fine. i'm fine with taking on some security risk, it's that valuable, you take risk with a human EA too chatgpt almost feels deprecated as a product compared to codex now. like models in codex are significantly less helpless and more capable than chatgpt, such that i don't want to use chat anymore (other than as a google replacement). plz fix or just build an integrated experience - will

*NVIDIA PARTNERS WITH AI CLOUD FIRMS VIA REVENUE-SHARING taking circularity to a previously unseen level