Carmen Li
@carmenli
Dual CEO of Compute Exchange and Silicon Data, ex-Bloomberg, ex-DRW
๊ฐ์
April 2009
330 ํ๋ก์ ์ค 4.9K ํฌ
One of my favorite AI market paradoxes right now:
๐ Silicon Data GPU indices = bullish signal
๐ Silicon Data Token indices = bearish signal
But theyโre not contradictory.
Compute is getting more valuable while intelligence is getting cheaper.
Scarce infrastructure + rapidly improving model efficiency + fierce competition = higher GPU prices, lower token prices.
The picks and shovels are appreciating while the output gets commoditized.
Welcome to AI economics.
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