Traci Alloway

Like what is the actual, how does someone actually get in this?

Setting aside whether they're sophisticated enough of whether they know what they're doing.

A lot of people trade who have no idea what they're doing.

Yeah, setting all this aside, yes, you know, only trade what you know.

But like, what is it through a prime broker?

Like, how will people actually be able to participate in this market?

So any commodities broker that someone has, they will be able to, on that platform, they will have access to these instruments.

Yeah, we make it easy for people.

Would you be upset if a prediction market set up a GPU price contract of some sort with that into your business?

Setting aside the the financial instruments for the moment.

When people think about AI and they think about the use of GPUs, they mostly still probably in their mind think of like OpenAI, Anthropic, and Google, basically.

And that's kind of it.

But obviously, as you've stated, like the world of entities that serve inference in some form or another is much greater than these three companies that we talk about.

Talk to us a little bit more about what the actual world of inference provision looks like outside of the big household AI names.

Since we have this specific chart up right now, what is the y-axis in this chart showing?

Oh, yeah, actually, that reminds me, talk to us, because you're doing refurbishment of chips as well, right?

Like, which seems like challenging in many ways, and kind of reminds me a lot about like, sort of Carvana model of compute or something like that.

How are you actually doing this?

What month was it last year when everyone got really obsessed with the lifespan of Chips?

November, December.