Traci Alloway
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And I think others will find it interesting, too.
And we really do have the perfect guest.
We're speaking with Carmen Lee.
She is the CEO of Compute Exchange and Silicon Data.
These are the two companies that Wilson is invested in.
And they've already announced that they're doing futures with the CME.
So really the perfect person to speak to.
So take a listen.
Last October, we spoke with Don Wilson of DRW fame, and he was talking to us about his new project, which was basically building out this compute exchange.
Now we're here with you six months later.
You're actually the one leading it.
How far are you in this endeavor?
And remind us, what exactly are you trying to do here?
Let's talk about the variety of options that we have to financialize compute and so forth.
So this came up in the first conversation we had with Ian Dunning.
Who is the type of buyer
who would want to buy compute on a spot market?
Because you talk about typically we think it's like these multi-year contracts where some entity enters into a contract with a data center or a new cloud, whatever, and they have this for a while.
So who is the buyer or the user of these instruments that might want to buy spot compute or very short-term, short-dated compute futures?
So the NeoCloud would be the shell in this example.