Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou

Brett Harrison of Architect and Andrawes Bahou of Compute Desk join to discuss why GPU compute needs a futures market for better pricing and hedging. The conversation covers how compute still trades in informal group chats, why buyers pay up to double to get chips sooner, and how hyperscaler cash flow is going negative. They also explore the constraints beyond chip supply, including power and cooling, and the risks of GPU lending.