Compute is becoming a major productive asset class with hundreds of billions in GPU inventory generating cash flows, but financial markets remain fragmented and inefficient. The argument: build a compute prime broker—standardizing physical capacity delivery first, then layering financial instruments and crypto-based collateralization to enable producers and consumers to hedge price and availability risks across a long tail of heterogeneous demand.
Read the full post on Multicoin Capital ↗
Topics: AI Infrastructure · Crypto & Web3
Published by Multicoin Capital · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.