Leo Fan breaks down why the real bottleneck in AI isn't model intelligence but a persistent GPU shortage driving up inference costs, even as open-source models from China close the gap. He also unpacks the financialization of compute and why some believe it could become one of the largest derivatives markets in the world.

Leo Fan is the Founder of Cysic, a full-stack compute network turning GPUs, ASICs, and spare hardware into verifiable AI infrastructure, and a Cornell CS PhD researcher in zero-knowledge systems and AI.

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Timestamps

00:00 Intro

04:18 Kimi K2 Shocks Compute Demand

06:39 GPU Shortage Drives Inference Costs

11:34 Engineering Around Chip Gaps

18:23 Compute Financialization

20:48 Earning Yield From Spare Compute

23:20 Compute Markets Future

Guest Socials:

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Cysic X: https://x.com/cysic_xyz

Cysic Website: https://cysic.xyz/

Partners:

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Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)

The Rollup

Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)