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Carmen Li
interview on Odd Lots
Books, people, and resources mentioned in this episode.

How CoreWeave Sees the Market for Compute Right Now

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Inside Hudson River Trading's Blistering Token Burn

Anjney Midha's Plan to Radically Lower the Price of Compute

The Hidden Plumbing of Commodity Finance

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
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