causal claim
Power-market buy and sell orders account for the time boilers need to cool down and the delay before they can be restarted after being stopped.
Evan Conrad · The Programmable Data Center — Evan Conrad, SF Compute · 20 Oct 2026
In their words
The transcript segments this claim was taken from
“there's parts of the orders that you fill out, the buy orders and sell orders,”
“that are there because the boiler takes a while to cool off. And you can stop the boiler.”
“boiler and then it will you can start it back up again within some period of time and so that has to get factored into the order book. Um this genre thing is the same thing that happens in compute markets. So we co-designed physical settlement and the order book at the same time and that meant that we get to actually handle the real constraints of compute which might include something like oh I'm okay with being interrupted, but only if there's like storage on the thing that I can recover from really qui”4:44Report a misattribution
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