yuansong98

providers directly list on us and/or authorize us to resell and redeem. in other words, listing is not permissionless. hence the taylor swift anaolgy.

tldr is that the game is not zero sum, it's against the waste in the current setup. Today capacity sits idle on one side while someone overpays for flexibility on the other. An opaque and fragmented market today creates a lot of dead weight loss. here' what we want to see: Providers can sell weeks forward at wholesale instead of letting them sit unsold. More of the calendar monetized, revenue known in advance. Great working capital. Buyers can pay for exactly the weeks you use, resell if they change their mind anytimes. providers want long commitments, buyers want short ones. So on Computable, whoever values January less sells it to whoever values it more, and both do better than the lease they'd have signed.

Traders can ofc buy and sell too. They are great for providers and buyers because they help the market run more efficiently.

we are as screwed as going to a taylor swift concert if she doesnt show up

we take this pretty seriously. we lock down the nodes themselves so that only the hypervisor has direct access. and between customers, we don't just sanitize disks. we actually delete them entirely and spin up a fresh VM from a clean qcow2 base image, so no prior customer data persists.

So yes, you do get cash. when i said cash settlement, i was referring to how the contract itself ends, unrelated whether you can sell it. A cash-settled contract means it never delivers anything and at expiry it just pays out the difference between your price and an index price, which makes it a pure price bet.

on computable, whoever holds the reservation when the week arrives gets the actual nodes when they redeem for usage. so selling your reservation to someone else beforehand is no different from reselling a concert ticket. and when you sell, the buyer takes over the claim, you get their money, and the contract still ends with someone getting the GPUs.

hope that clears up.

we lock down the nodes themselves so that only the hypervisor has direct access. we take this pretty seriously.

Great question. When we list a capacity from a provider, the capacity lists only after it's contracted and attested, and the provider guarantee travels with the claim. If delivery fails, that's on us to remedy, not on the buyer to chase a stranger.

Good question. this is something we built around from day one. Users pay 100% up front for specific nodes on the exact weeks they want. No leverage, no margin, no cash settlement. This is honestly not that much different from you booking a hotel.