PERSON DIRECTORY
Evan Conrad
Evan Conrad appears in 3 indexed conversations across Latent Space, The Cognitive Revolution. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The Programmable Data Center — Evan Conrad, SF Compute
SF Compute’s bet is that GPU trading requires cloud-like operations: VM configurations can differ by 40%, leaving financial contracts exposed to manipulation and basis risk before reliable delivery.On the 5% of capacity listed, customers recover $25 per $100 spent through resale; Conrad reports several hundred million dollars in volume, but order-book volume remains small, leaving lender-financeable forward-curve liquidity unproven.
SF Compute: Commoditizing Compute to solve the GPU Bubble forever
Alessio FanelliswyxEvan Conrad
SF Compute treats GPUs as tradeable, financeable capacity rather than software infrastructure, turning unused commitments into a spot market and separating hardware ownership from higher-margin software businesses.Long-term contracts with creditworthy customers can make GPU ownership resemble real estate, while hourly resale improves utilization and flexibility; a future cash-settled GPU index could reduce financing risk, but standardization, chip supply and physical cluster reliability remain unresolved.