Episode
E396: The Future of Compute, Data Centers, and AI
- Published
- Jun 29, 2026
- Duration seconds
- 1418
- Processing state
not_requested- Canonical source
- https://howiinvestpodcast.com/episodes/5Ojg5BFzvaV
Actions
POST https://stenobird.com/v1/public/podcasts/how-i-invest-with-david-weisburd-6470713/episodes/e396-the-future-of-compute-data-centers-and-ai/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/how-i-invest-with-david-weisburd-6470713/e396-the-future-of-compute-data-centers-and-ai.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
What if AI's most valuable commodity isn't software—but the computing power that makes intelligence possible? In this episode, I sit down with Kush Bavaria, Co-Founder and CEO of Ornn, to discuss why AI compute is becoming the next global commodity and how financial markets are evolving to support it. Kush explains why GPU capacity should trade like oil or electricity, how derivatives and futures markets could reshape AI infrastructure, and why access to compute may become one of the defining competitive advantages of the next decade. We also explore data centers, energy constraints, AI capital markets, and what it takes to build a venture-backed company at just 22 years old.