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AI Podcasts

February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Data center operators and large compute buyers should explore futures contracts for GPUs and memory to lock in costs or revenues, reducing exposure to spot market volatility and securing cheaper financing for infrastructure projects.
  2. The AI compute market is transitioning from opaque, ad-hoc procurement to a commoditized, financially engineered ecosystem. This shift is driven by the need to de-risk massive capital investments in GPUs and data centers, moving from speculative hope to quantifiable, hedged profitability.
  3. The financialization of AI compute is not just about trading; it's about enabling the next wave of AI infrastructure development by providing the certainty needed for long-term investment and efficient resource allocation.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI infrastructure buildout is moving from speculative intuition to financially engineered certainty. The commodification of compute and memory is not just about trading; it's about de-risking capital deployment and enabling more efficient, data-driven investment in the foundational layers of AI.
  2. Evaluate your compute procurement and data center investment strategies through a financial hedging lens. Explore Ornn's futures and residual value products to cap costs, secure revenue, and optimize hardware lifecycle management.
  3. The ability to quantify and hedge future compute costs will separate the winners from the hopefuls in the AI race. Integrating financial instruments into your strategic planning over the next 6-12 months is no longer optional; it's a competitive imperative for managing risk and unlocking capital.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI compute market is moving from speculative buildouts to financially engineered infrastructure. Transparent pricing and hedging instruments are becoming essential for capital allocation.
  2. Explore Ornn's compute futures and residual value products to de-risk your AI infrastructure investments or operational costs.
  3. Quantifying future compute demand and hardware value unlocks cheaper financing and more strategic data center development, accelerating the entire AI industry.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Financial engineering, specifically futures and residual value products for GPUs and memory, is shifting data center development from speculative bets to data-driven, de-risked investments.
  2. Investors and data center operators should explore Ornn's compute futures and residual value products to hedge against price volatility and hardware obsolescence.
  3. Understanding these new instruments is essential for anyone building, investing in, or consuming AI compute, as they will dictate the pace and cost of AI's physical expansion over the next decade.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Quantify your compute costs: Use Ornn's index to benchmark your current GPU spend and explore futures contracts to cap future expenses or secure future revenue.
  2. Market Infrastructure: Ornn builds a financial exchange for GPU compute and memory, much like a futures market for oil or electricity. This allows data centers and AI labs to hedge against price volatility, capping costs for buyers and setting price floors for sellers.
  3. Non-Linear Value: GPUs lose most of their value in the first 2-3 years, then hold a more stable residual value for another 5-10 years of useful life. Traditional linear depreciation models are naive, misrepresenting asset value and profitability.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The era of speculative AI infrastructure buildout is ending, replaced by a data-driven, financially engineered approach.
  2. Integrate compute futures and residual value insurance into your capital planning.
  3. Quantifying future compute demand and hardware value is no longer optional; it is the bedrock for sustainable growth and competitive advantage in the AI infrastructure race.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI infrastructure buildout is moving from speculative intuition to data-driven financial modeling.
  2. Model your data center's profitability and hardware depreciation with Ornn's indices and residual value products.
  3. The ability to hedge compute costs and monetize future hardware value transforms AI infrastructure from a capital-intensive gamble into a predictable asset class.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The Tactical Edge: Evaluate your compute procurement strategy. Explore futures contracts for H100s or memory to cap your costs and gain predictability in a volatile market.
  2. Profitability Mapping: Futures markets provide forward pricing for compute, allowing data centers to model profitability per chip, per hour, years in advance. This data informs investment decisions, from site selection to chip choice.
  3. Reduced Financing Costs: By guaranteeing a future resale price for hardware, Ornn reduces the risk for lenders. This certainty translates to lower financing costs for data center operators, directly impacting their slim profit margins.
See full notes
February 9, 2026

When AI Agents Start Hiring Humans: The Meatspace Layer Explained

Turing Post

AI
Key Takeaways:
  1. The Macro Shift: AI's digital intelligence now demands physical interaction, creating a "meatspace" layer where human presence becomes a programmable resource. This extends AI's reach beyond code into real-world operations, altering human-AI collaboration.
  2. The Tactical Edge: Invest in platforms abstracting human-AI coordination into simple API calls, enabling AI agents to interact physically. Builders should explore specialized "human-as-a-service" micro-economies for AI-driven physical tasks.
  3. The Bottom Line: AI as a direct employer of human physical labor signals a profound redefinition of work. Over the next 6-12 months, watch for rapid iteration in these "human API" platforms, as they will dictate how quickly AI moves from digital reasoning to tangible impact, opening new markets.
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Crypto Podcasts

February 8, 2025

NS032 - dTAO Governance :: Vote in Progress :: Major Network Upgrade

Opentensor Foundation

DeFi
Crypto
Infrastructure

Key Takeaways:

  • 1. Strategic Scaling: The dTAO vote introduces a robust framework for subnet expansion, balancing rapid growth with economic stability.
  • 2. Stable Tokenomics: The EMA-based TOA emission design ensures fair and tamper-resistant token distribution, safeguarding investor interests.
  • 3. Decentralized Governance: Active community participation is crucial for successful network upgrades, reinforcing BitTensor’s decentralized ethos.
See full notes
February 8, 2025

"The person who controls the memes controls the world" - Luca Netz

Bankless

Crypto
Others

Key Takeaways:

  • 1. Meme coins are evolving into multifaceted entities that serve as cultural, community, and ecosystem pillars, offering diverse functionalities beyond their meme origins.
  • 2. Effective marketing strategies and compelling origin stories are crucial in building strong communities and driving the real-world adoption of meme coins.
  • 3. Controlling meme narratives is a powerful tool for influencing societal trends and can determine the global impact and success of a meme coin.
See full notes