Joined August 2026
Charlie Sheiner retweeted
We are happy to announce that the contract specifications for our @ICE_Markets compute futures are now available. Find more information here: ice.com/publicdocs/futures_u…
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Charlie Sheiner retweeted
Really interesting. Ornn is the only compute exchange delivering capacity.
I asked people: "where should neolabs go for GPUs?" 15 votes: SF Compute (@evanjconrad @jeztek @Ethan_is_online @EricMenees @apagajewski) 11 votes: CoreWeave (@BrianVenturo @branninmcbee) 10 votes: Modal (@bernhardsson @akshat_b) 10 votes: Nebius (@romanchernin) 9 votes: Lambda (@stephenbalaban) 5 votes: Fluidstack (@garywu @CesarMaklary @jimcox25) 4 votes: RunPod (@flash__singh) 3 votes: Crusoe (@ChaseLochmiller @Electron_Cowboy) (also received one vote against) 3 votes: Together AI (@vipulved @ce_zhang @tri_dao @percyliang) 2 votes: Baseten (@tuhinone @amiruci @saltyph @defpan) 2 votes: Google Cloud (@sundarpichai) 2 votes: Oracle (@ClayMagouyrk) 2 votes: Ornn (@bavaria_kush @wayne_nelmz) People couldn't pick a company they work at or founded. Disclosure: I'm a small investor in SF Compute. I didn't vote.
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Charlie Sheiner retweeted
An NVIDIA GPU is a high-yield asset. An H100, bought on the secondary market in Sep 2025 for ~$19k: Resale today: ~$20.5k Net rent earned: ~$13.5k Total: ~$34,000, +76% in 1 year. A B300, bought in Jul 2026 for ~$54k: Resale today: ~$51k Net rent earned: ~$14k Total: ~$65,500, +21% in under 3 months What allows these assets continue to earn? Resale value has held as rental rates have increased and demand has grown across all hardware generations. Resale rates have held within −5% to +7%, while Ornn's H100 index is $2.91/hr, +49% from a year ago, and our new B300 index tracks at $11.32/hr, up 66% from June. H100 marketplace utilization is 87% today. B300 is at 90%. Ornn's forward curves predicts that in 2 years, by Sep 2028: H100 ~$63,500 (+227%) B300 ~$186,000 (+244%) NVIDIA Hopper and Blackwell hardware both hold incredible residual value.
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Charlie Sheiner retweeted
Ornn's compute data is now available via MCP on both Claude and ChatGPT. Accurate live GPU compute pricing is now more accessible than ever, only through Ornn.
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Charlie Sheiner retweeted
Even the oldest GPUs might have a longer useful life than 6 years. Our team published a paper, The Economics of Open-Weight Inference which asks whether a new NVIDIA generation makes the previous one economically obsolete. 🧵
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Charlie Sheiner retweeted
NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.
The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead.
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Charlie Sheiner retweeted
The H100 hour is $3.01, up 12.23% on the month. A three-year-old training chip is supposed to be depreciating. Instead the market is paying up for it, because demand is still outrunning the newer supply meant to replace it. Lenders still mark that residual value to a spreadsheet. For compute, the traded price is OCPI.
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Charlie Sheiner retweeted
Compute got called the most important commodity of our time at the White House and America was told to go and win the market for it. A commodity market runs on a unit people quote, a price built from transactions and contracts that move risk. Compute has all three of them now and the contracts written on it trade. OCPI is the price, settling the GPU hour off executed transactions. Memory, tokens and power each have an Ornn index of their own. So the market America is being told to win has actually been open for a while and it has already price. Welcome to @OrnnExchange
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Charlie Sheiner retweeted
Introducing Castle A company, today, is an unintentional wrapper of macro events: an airline is an embedded oil trade, a solar developer is a tax-credit bet, and a data center is a wager on permits clearing before a moratorium lands. These exposures are intangible, lack historical data, and, therefore, remain unprotected on corporate balance sheets. On the other hand, there are players who actively seek this risk. As quantitative traders, we modeled these events, and we craved more avenues to express our opinions and to provide liquidity. Castle exists to bridge this gap. We leverage markets and models to cover the risks that insurers won’t, enabling businesses to focus solely on their execution. Read about one of our recent trades, in collaboration with our friends at Susquehanna and @Kalshi , as a CNBC exclusive linked below. We were quants, engineers, and hedge fund managers. Now, our Mission is to reprice one of the world’s oldest and largest markets. Find out more about Castle’s Mission below
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