World Model · podcast knowledge graph

E396: The Future of Compute, Data Centers, and AI

2026-06-29 · 24 min · episode 396 · 10 entities

episode page audio

Asserted relationships

  • → hosted by David Weisburd person
    0.55
    evidence rules-v5
    Feed author/publisher: David Weisburd
  • → works at Ornn company
    0.50
    evidence rules-v5
    CEO of Ornn
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

Entities found in this episode

companys 4

  • mentioned Ornn company
    0.62
    evidence rules-v5
    CEO of Ornn
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • works at Ornn company
    0.50
    evidence rules-v5
    CEO of Ornn
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

concepts 4

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned Compute concept
    0.45
    evidence rules-v5
    The Future of Compute
  • 0.42
    evidence rules-v5
    E396: The Future of Compute, Data Centers, and AI
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

persons 2

  • mentioned David Weisburd person
    0.70
    evidence rules-v5
    Feed author/publisher: David Weisburd
  • hosted by David Weisburd person
    0.55
    evidence rules-v5
    Feed author/publisher: David Weisburd
Episode description as stored
What if AI's most valuable commodity isn't software—but the computing power that makes intelligence possible? In this episode, I sit down with Kush Bavaria, Co-Founder and CEO of Ornn, to discuss why AI compute is becoming the next global commodity and how financial markets are evolving to support it. Kush explains why GPU capacity should trade like oil or electricity, how derivatives and futures markets could reshape AI infrastructure, and why access to compute may become one of the defining competitive advantages of the next decade. We also explore data centers, energy constraints, AI capital markets, and what it takes to build a venture-backed company at just 22 years old.