This caught my eye:

> Architect Financial Technologies, founded in 2023, offers futures in compute linked to the value of chips in America. The firm has also recently launched a platform where model-makers bid to provide “inference”—the useful output produced by an AI model in response to a prompt—rather than the underlying compute capacity.

I think the idea of selling inference is solid, but I’m not convinced Wall Street is going to be doing that. Superscalers are better positioned.

Inference will likely be priced by evals, specific for each workload.