Why AI Startups Will Disappear Without Compute Markets — Evan Conrad, San Francisco Compute
San Francisco Compute is building a physically-settled forward order market for GPU compute capacity
San Francisco Compute is building a physically-settled forward order market for GPU compute, acting as both operator and marketplace. Their model targets data center owners wanting to monetize capacity, VCs managing cluster fleets, and AI startups seeking compute access without ownership. The signal is meaningful for AI infrastructure watchers but the talk is largely a pitch deck narration from captions with limited technical depth.