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Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Sam Altman's Jalapeño announcement is another sign of how quickly the AI compute market is evolving. @Silicon_Data Head of Research @stevehou says it could become a $750B to $1.5T derivatives market: "Inference market is going to be much, much bigger than training." "If you just do a simple math of say $150 billion of the compute that becomes changing hands every year and you do the typical cash to derivative multiplier, that's five to 10 times." "We easily get to somewhere between $750…