Carmen Li

1 episode · 1 moment · last on 15 Aug 2026

15 Aug 2026Anthropic First Lady | Mistral’s Plan | DeepSeek Raise Prices | Yacht of The Week

1:08:0124 min

Carmen Li (Silicon Data): CME Compute Futures & Series A

Carmen Li joins in studio after Silicon Data's Series A first close, with participation from CME, F-Prime, DRW and others, and explains the bigger news: CME compute futures launching October 5th pending approval. She describes compute as a 'giant baby' commodity, explains hedging, mark-to-market and benchmarking ('Carfax for servers'), who the natural longs and shorts will be, the ETFs filed on their indices, why GPU markets took so long to institutionalize versus oil, and her leap from trading and Bloomberg into founding the company while running two businesses.