Ed Goode

The compute market has been a wild ride in 2026.

Prices have skyrocketed, minimum contract durations have tripled, and near term capacity is few and far between.

At the same time, agents are becoming a primary user of compute themselves, and not just GPU compute.

It’s clear that the existing rental models and platforms across the industry no longer fit the reality we see today.

That’s why this week we’re announcing six new features for the Shadeform platform 👇️

just like we're seeing price appreciation for GPUs.. an asset class that historically depreciates, we're going to see appreciation on self driving cars for some time

the moat is the moat

the bottleneck is the bottleneck

few understand this.

I'm a skeptic of GPU indices and compute futures. We haven't seen digital infra trade like a commodity yet, and I'd hate to see these go the way of bandwidth futures in the 90s.

The indices are meaningfully off of actual clearing prices because hyperscaler and lab purchases are highly confidential deal terms.

Fungibility is great in theory not in practice. Any hedge fund / scale user knows the value of a cluster has too many dimensions to reach fungibility from cluster to cluster: specific fiber paths, shell, geo, BOM, the 10 different operators in the supply chain, and a thousand+ more variables.

If it works, we'll surely use it but until then we're building something else

I’m glad we live in a world where an op is obvious to everyone.

A few years ago, this was not the case at all.

Good on @DavidSacks @beffjezos @travisk to speak out..