EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange

Podcast: Pitch The PM · PitchThePM

Opublikowano: 2026-10-16

Carmen Li, CEO of Silicon Data and Compute Exchange, joins the show to explain how compute is becoming a brand-new asset class. A former energy options market maker at DRW who later ran global data integrations at Bloomberg, Carmen was pre-seeded by DRW founder Don Wilson to build the GPU industry benchmarks. Silicon Data is the referee — "the Bloomberg for compute" — while Compute Exchange is the liquidity layer where GPUs, tokens and servers change hands. We get into why token price indexes are falling, recent token & model consumption trends, why GPU residual values are above accounting depreciation sche...