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Carmen Li

πŸ‘€ Speaker
328 total appearances
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Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

Again, you have to test, you have to make sure things work, and there's other nuances to that, but we help people with the understanding of the whole residual value.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

And that's why the whole bubble thing came about, but go ahead.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

I got interviewed a few times, but I don't, I mean, I'm not important.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

I still am not important, but back then I even less relevant.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

I was telling reporters, I was like, look, I don't know what data you're looking at.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

Um, based on my, I actually have blogs.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

So my website, which is completely you can just search for it.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

Last year, because of that conversation, I want you to curve later on, the second year H100 resale value for refurbished chips about $0.85 on $1.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

So a year later, you can sell $0.85 on $1.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

That's pretty good, I would say.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

The third year is $0.84 on $1.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

I think my car depreciated way more than that, right?

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

And I drive my car for whatever, 10 years.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

So it's, I had the data, but again, I'm not gonna argue against narrative, which is.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

That's November, December analysis.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

Right now it's a little different.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

I haven't refreshed the study, but our code is there.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

If you're my data client, if you run my code, you get a number right away.

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

Another thing I wanna point out is,

Odd Lots
Carmen Li's Plan to Build a Futures Market for Compute

L-40s, they're like the OGs, right?