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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. Explore Ornn's futures and residual value products to lock in compute costs or guarantee hardware resale prices. This can significantly de-risk your AI infrastructure investments and operational budgets.
  2. Financial instruments for compute and memory are not just theoretical; they are becoming essential tools for managing risk and securing capital in the rapidly expanding AI economy.
  3. This shift will bring transparency and predictability to an industry currently defined by supply constraints and demand spikes.
See full notes
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.
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Crypto Podcasts

July 1, 2025

Bits + Bips LIVE - June 30th, 2025

Unchained

Crypto
Key Takeaways:
  1. The Super App War is On. Robinhood and Coinbase aren't just adding crypto; they're building all-in-one platforms to own the entire user financial journey. The winner will be whoever provides the most seamless, abstracted experience.
  2. Perps Are Coming to TradFi. The purely financial, leverage-on-demand nature of perpetual futures is a killer product. While regulatory and mechanical hurdles remain, expect them to become a staple outside of crypto.
  3. Staking is the Next ETF Battleground. The real game is integrating staking yield into ETFs. The winner will be determined not just by the SEC, but by the IRS, with Liquid Staking Tokens positioned as the most elegant technical solution.
See full notes
June 30, 2025

The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap

Forward Guidance

Crypto
Key Takeaways:
  1. Bitcoin Treasury Companies Are The New Altcoins. They offer BTC beta through traditional stock markets, tapping into massive distribution and bypassing crypto-native hurdles. This is not a fad; it’s a structural shift.
  2. Stablecoins Are A Geopolitical Tool. Amidst soaring global debt, stablecoins provide a crucial, captive audience for US T-bills, making issuers like Circle exceptionally profitable as they absorb all the yield.
  3. DeFi's UX Is Its Achilles' Heel. As firms like Robinhood enter the fray with superior user experience, DeFi protocols must prove their value beyond regulatory arbitrage or risk being consumed by the centralized players using their own open-source tech.
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June 30, 2025

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap

0xResearch

Crypto
Key Takeaways
  1. TradFi Rails are the New On-Ramp: The hottest trade is no longer an altcoin but a stock that buys Bitcoin. Corporate treasury vehicles are the "new tokens," leveraging global equity markets for unparalleled distribution.
  2. DeFi's UX Reckoning: Crypto’s open-source ethos inadvertently built the tools for Big Tech to create a superior user experience. Native protocols must now prove decentralization offers a real advantage or risk being out-competed by centralized giants.
  3. Macro Liquidity Isn't a Cure-All: Don't bet on fiscal deficits to lift all boats. Current capital flows are pumping equities, not on-chain altcoins, creating a significant headwind for the long tail of the crypto market.
See full notes
June 30, 2025

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap

Bell Curve

Crypto
Key Takeaways:
  1. The New "Tokens" Are Stocks: The hottest play isn't an L1 token; it's publicly traded companies buying Bitcoin. These "treasury companies" offer crypto exposure through traditional brokerage accounts, tapping into the world's largest distribution networks.
  2. DeFi's Lunch Is on the Menu: Big Tech is no longer just marketing. Firms like Robin Hood are coming for DeFi's profit pools, armed with superior UX and massive user bases. Native crypto apps must now prove they offer more than just a regulatory loophole.
  3. Don't Fight the Flows: Rising government deficits are fueling asset inflation, but the money isn't flowing into altcoins. It's being channeled into equities and Bitcoin ETFs. Betting on a broad altcoin rally based on macro liquidity is a losing trade for now.
See full notes
June 30, 2025

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | PERMISSIONLESS IV Recap Bonus Ep.

Empire

Crypto
Key Takeaways:
  1. Equity is the new token. The most potent way to gain crypto exposure is shifting from on-chain tokens to owning the stock of companies that hold crypto, using TradFi rails for unmatched distribution.
  2. DeFi's moat is evaporating. Native crypto protocols must now compete on user experience and genuine utility as Big Tech co-opts their open-source technology, backed by massive user bases and regulatory know-how.
  3. Don't count on the money printer for your altcoins. Macro-level liquidity is not mechanically flowing down the risk curve into on-chain assets. The capital flows from fiscal expansion are primarily benefiting traditional equities, creating a major headwind for the broader altcoin market.
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June 30, 2025

Becoming a Crypto Millionaire with Sam Dogen

Bankless

Crypto
Key Takeaways:
  1. Stop Treating Crypto Like a Lotto Ticket. Apply fundamental personal finance rules. Your crypto portfolio needs a plan built on consistent saving and a clear understanding of your risk tolerance.
  2. Buy Your Slice of America. Don’t short the real estate market by renting long-term. Owning your primary residence is a forced savings and investment vehicle that historically outpaces inflation.
  3. Government Adoption is the Ultimate Bull Case. The most powerful tailwind for any asset class, including crypto, is government support. Regulatory clarity and institutional products (like ETFs) are signals that the asset is here to stay.
See full notes