{"podcast":{"title":"Equity","slug":"equity-55848","podcast_index_feed_id":55848,"rss_url":"https://feeds.megaphone.fm/YFL6537156961","website_url":"https://techcrunch.com/","image_url":"https://megaphone.imgix.net/podcasts/7f647576-b0d4-11ef-ad77-1356cd002e92/image/c517eaa8f9b86d18ff98a18dec7a5178.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"TechCrunch","episode_count":791,"summary":"The intersection of technology, startups, and venture capital touches everything now. That’s why Equity, TechCrunch's flagship podcast, digs into the business of startups for entrepreneurs and enthusiasts alike. Every Wednesday and Friday, TechCrunch reporters keep you up-to-date on the world of business, technology, and venture capital. Equity is ranked the No.2 podcast in the Top 100 Venture Capital All time leaderboard on Goodpods—As well as No.17 for the Top 100 Finance All time chart and No.32 for the Top 100 Business News All time chart.","last_synced_at":"2026-09-17T06:20:32.412004+00:00","page_url":"https://stenobird.com/podcast/equity-55848"},"episode":{"title":"AI has a GPU pricing problem. Silicon Data wants to fix it.","slug":"ai-has-a-gpu-pricing-problem-silicon-data-wants-to-fix-it","published_at":"2026-08-19T15:08:00+00:00","page_url":"https://stenobird.com/podcast/equity-55848/ai-has-a-gpu-pricing-problem-silicon-data-wants-to-fix-it","show_page_url":"https://stenobird.com/podcast/equity-55848","url":"https://traffic.megaphone.fm/TCML9409493926.mp3","audio_url":"https://traffic.megaphone.fm/TCML9409493926.mp3","summary":"The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn’t a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes.  Silicon Data just closed a $30 million Series A to change that. The startup aims to become the reference price for GPU rental and an index that a Wall Street futures contract would settle against. The company plans to launch its compute futures trading on the CME October 5th, pending regulatory approval.  On this episode of TechCrunch's Equity podcast, Rebecca Bellan is joined by Steve Hou, head of research at Silicon Data, to discuss the health of the AI buildout, and why the data is telling a different story than the doom and gloom headlines about depreciating chips and stalled data centers.  Listen to the full episode to hear more about:  What happens if OpenAI or Anthropic can’t make good on the massive compute commitments they’ve already promised, and whether “compute default” becomes a risk.  Why rental demand for older A100 chips is holding up, even as newer and more powerful GPUs hit the market.  If compute futures could make it easier for neo-clouds to finance expensive data centers by locking in future rental revenue.  What rising GPU rental rates across every contract length since March say about AI demand.  Subscribe to Equity on YouTube, Apple Podcasts, Overcast, S…","meta_description":"The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute h…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1952,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/equity-55848/episodes/ai-has-a-gpu-pricing-problem-silicon-data-wants-to-fix-it/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/equity-55848/ai-has-a-gpu-pricing-problem-silicon-data-wants-to-fix-it.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}