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AI isn't having a '90s internet moment, it's more like '60s personal computing
My case for why AI sits where computing did in the 1960s: powerful but rationed by access. Open standards and a real market for compute are the path to the next revolution.
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On the launch of the first open market for compute, and why a tradable market for the input behind AI may be the next big thing.
Computing power is going the way of oil in markets: the case for price discovery, standardized contracts, and a real exchange for compute.
On democratizing intelligence by unlocking access to compute, live with Maria Bartiromo.
On the U.S. push to lead the AI race and why open, competitive access to compute is the foundation for it.
On the Intel deal and what it signals for American compute capacity and the AI buildout.
AI's biggest cost lacks standard pricing. On making a trading market for compute.
How an auction-based platform lets GPU owners put spare AI compute capacity on the open market.
A long-form conversation on building markets for compute and the economics of AI infrastructure.
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