4 sources healthy · latest episode 9 Nov 2026
causal claim

As a block of compute approaches its delivery time, it must be priced to clear because the opportunity to sell it cannot be carried into the past.

Evan Conrad · The Programmable Data Center — Evan Conrad, SF Compute · 20 Oct 2026

In their words

The transcript segments this claim was taken from

“Uh well, we're more saying like if there's a block of compute and it's approaching now um it can't be sold in the past and so it has to price in order to clear”
“at some price”
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0.80importance to the conversation
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