Research
Market structure,
measurement, integrity.
Compute is becoming a market. These are the problems that market will have to solve.
Markets
January 2026
Compute Is Becoming a Commodity
What listed compute futures change about procurement.
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Measurement
February 2026
The Compute Benchmark Problem
Why a GPU-hour is not a standardized unit of delivered compute.
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Market structure
March 2026
The Compute Futures Oracle Problem
How financial benchmarks establish the integrity of underlying price observations.
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