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GPU futures and the locus of inference

Where inference occurs in the future will tell us a lot about whether GPU futures make sense

Dave Friedman's avatar
Dave Friedman
Sep 05, 2025
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I’ve previously written about the idea of GPU futures, and this seems to elicit a lot of confusion or ire from readers. I get a bunch of DMs, emails and unsubscriptions every time I write about it. This is an AI newsletter! I hear you say. What’s dirty finance doing in my newsletters? Well, this post is an FAQ to help my subscribers understand why GPU f…

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