Nate Clancy(@Nate_Architect):The top trading firms in compute markets are going to be firms that are already leasing GPU compute, training their own models, managing their own infra. It's an incredibly young market with no way to warehouse risk. Having skin is the only way to get the invaluable experience with the nuances of the market as it's developing. Firms that hesitate will be too far behind considering that this experience is the byproduct of training bespoke models.

Nate Clancy

@Nate_Architect

Co-Founder and Chief Business Officer at Architect and the AI Exchange - GPU Compute Futures - UChicago MBA (derogatory), Biotech Bro, Midd Kid

가입 September 2019

996 팔로잉 중 953 팬

Nate Clancy@Nate_Architect

2026.08.21 00:00

The top trading firms in compute markets are going to be firms that are already leasing GPU compute, training their own models, managing their own infra. It's an incredibly young market with no way to warehouse risk. Having skin is the only way to get the invaluable experience with the nuances of the market as it's developing. Firms that hesitate will be too far behind considering that this experience is the byproduct of training bespoke models.