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

Falling token-price indices reflect model substitution toward cheaper open-weight models, not provider price cuts, per Silicon Data's CEO.

• Compute as asset class: Silicon Data provides GPU/token benchmark indices (licensed to CME, Bloomberg, Refinitiv) while sister firm Compute Exchange is the liquidity/transaction layer for GPUs, tokens and servers.
• CME futures incoming: CME will launch compute futures on H100 and B200 in the coming weeks, built on Silicon Data's indices; 40+ ETF filings already reference these indices before futures even trade.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.