the ai action plan released by the white house today explicitly calls for the financialization of compute NIST/OSTP/NSF/NAIR won't win: highly inefficient, bureaucratic, and political a ton of compute marketplaces/exchanges (permissionelss and non) have raised in the past two years but the only ones that will come out on top must: - capture the real spot market (have canonical truth on pricing via deep supply aggregation) - incentivize liquidity via open/composable economics - offer transparent, programmable derivatives tied to actual infra - settle in stablecoins - operate with minimal trust / be censorship resistant (kyc-less) ordered by importance