Jay Yu 🐟 on X: “Been workshopping on compute markets as a thesis for the last few mont…”

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Jay Yu 🐟 on X: “Been workshopping on compute markets as a thesis for the last few mont…” | PeekX

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Jay Yu 🐟

@0xfishylosopher

Been workshopping on compute markets as a thesis for the last few months. Sharing a couple of my perspectives on ideas like:

- How compute markets resemble power markets
- Who the structural long/shorts for compute are and how market structure evolves
- NVIDIA's role as the

Jay Yu 🐟@0xfishylosopher · Sep 9 Open quoted post →

Sep 9, 2026, 6:05 PM UTC

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