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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

May 31, 2025

LIVE Hivemind: Crypto Treasury Companies, Sui Hack & Solana’s New Consensus

Empire

Crypto
Key Takeaways:
  1. Treasury Tactics: The "treasury company" model is the new "low float, high FDV" game, but relies on continued premium valuations and favorable debt markets; watch out for stress when debt matures.
  2. Sui's Pragmatism: Sui’s handling of the Cetus hack signals that newer chains may prioritize decisive action and recovery over decentralization purity in crises, a trend likely to continue.
  3. Solana's Evolution: Solana’s major consensus upgrade, developed by former critics, showcases a pragmatic, engineering-first approach focused on performance and validator accessibility, potentially strengthening its L1 position.
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May 31, 2025

Where Crypto Meets AI with Chris Dixon & David George

a16z

Crypto
Key Takeaways:
  1. Crypto Delivers Utility: Stablecoins move trillions monthly, proving crypto's real-world value beyond speculation for fast, cheap global payments.
  2. AI Rewrites Web Economics: AI's direct-answer capability breaks the old ad-traffic model. Crypto offers tools to build the new economic "covenant" required.
  3. Bet on Category Kings: Tech markets are "winner-take-all." Focus on the dominant player in any credible category, especially those led by founders with unique, "earned secrets."
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May 30, 2025

The Solana Incubator: Finding Crypto's Next Breakthrough App | Emon Motamedi

Lightspeed

Crypto
Key Takeaways:
  1. Build Real, Not Just Rallies: Prioritize long-term, sustainable businesses with tangible revenue models over chasing fleeting crypto trends.
  2. Utility Tokens Trump Speculation: Design tokens to solve core project problems or incentivize user behavior, not merely for market hype.
  3. Solana's Next Wave: Infrastructure for Reality: Leverage crypto as a backend for innovative solutions to real-world problems, targeting broader, non-crypto native audiences.
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May 28, 2025

Building a Trust Layer for Crypto AI Investing | Autonomous Investors Explained

The DCo Podcast

Crypto
Key Takeaways:
  1. Trust is Quantifiable: AI investors can build dynamic trust scores by systematically paper-trading community signals, effectively rewarding proven alpha generators.
  2. Beyond Wallet Snooping: "Social copy wallet" systems can unearth expert insights without needing direct access to individual wallet addresses, thus broadening the discoverable talent pool.
  3. Community as a Vetted Oracle: The collective intelligence of crypto communities, when filtered through a performance-based trust layer, can power sophisticated AI investment decisions.
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May 28, 2025

Has Ethereum Bottomed?

1000x Podcast

Crypto
Key Takeaways:
  1. ETH: Trade the Chart, Doubt the Core. Ethereum’s technicals may offer a trading setup, but deep-seated skepticism about its fundamental delivery persists.
  2. Worldcoin Warning: The massive FDV and emission schedule for Worldcoin scream "sell pressure," making it a risky long-term hold despite any hype.
  3. Invest with Edge: Focus on revenue-generating altcoins and areas you understand; it's okay to miss out on trades where you lack a clear advantage.
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May 27, 2025

Hash Rate - Ep 113 - TAOFu Subnet Seeds

Hash Rate pod - Bitcoin, AI, DePIN, DeFi

Crypto
Key Takeaways:
  1. Fund Smarter, Not Harder: Tau's SNS tokens let Bittensor subnets raise capital by tokenizing a slice of future emissions, not their core alpha tokens, sidestepping immediate sell pressure.
  2. DTA Means Business: The Dynamic TAO model is a crucible, compelling Bittensor subnets to graduate from emission-chasers to product-driven, revenue-focused ventures.
  3. Unlocking Subnet Investing: SNS tokens, via LayerZero, promise to simplify access to subnet investments, potentially onboarding a wave of new capital and users to the Bittensor ecosystem from other chains.
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