冰糖橙.Misstang🎀
@Misstang1102
从牛到熊，从信仰到自由。
看尽周期，仍然All in未来。
一切内容仅供科普，非投资建议。
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A GPU doesn't generate revenue just because it's
powerful
It generates revenue when someone needs its
compute.
That distinction matters a lot more than people think.
Hot take time:
AI compute should be priced like:
A) Oil — global commodity, single benchmark (WTI/Brent model)
B) Electricity — regional grid, locational pricing (LMP model)
Reply with A or B + your reasoning.
We're clearly Team B (hence building regional indices), but curious what you think.
Especially want to hear from folks who disagree 👀
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