TBPN(@tbpn):Arnold Ventures Co-Chair @JohnArnold on what’s stopping compute from becoming a real commodity market: “Compute is not a commodity where one data center is providing the same product as another data center.” “You either have to deliver into a certain product that has a lot of buyers and a lot of sellers… or you need some type of index that the industry trusts.” “There just aren’t that many short-term deals. Transparency into those is difficult.” “The distinctions between the chips and the design of the data center and all the specific needs is just different.” “Trying to either come up with the physical delivery mechanism or the index that everybody trusts to be right is really hard.”

2026.09.25 22:43

Arnold Ventures Co-Chair @JohnArnold on what’s stopping compute from becoming a real commodity market: “Compute is not a commodity where one data center is providing the same product as another data center.” “You either have to deliver into a certain product that has a lot of buyers and a lot of sellers… or you need some type of index that the industry trusts.” “There just aren’t that many short-term deals. Transparency into those is difficult.” “The distinctions between the chips and the design of the data center and all the specific needs is just different.” “Trying to either come up with the physical delivery mechanism or the index that everybody trusts to be right is really hard.”