Compute capacity is less fungible than people assume, and the industry should work to make it more fungible.

“Um, we think that if you we s we spent three years learning why you need physical settlement. Um and um our entire conversation today is um that it is th these things are not as fungible as you think. We're gonna try and make 'em fungible, that's the industry's job to do that, um but without that you run a lot of risks. Um if you trying to build”