Beyond the Bubble Debate: What Actually Worries the Compute Market
Hyperscalers are committing to multi-hundred-billion-dollar capex programs.
Neoclouds are raising debt against pools of startup customers all betting on the same demand curve.
The bubble question gets the headlines — the harder questions don't.
Carmen Li (CEO, Silicon Data and Compute Exchange), Dave Friedman, and Dmytro Lokshyn sit down for a 40-minute live discussion on what's actually worth worrying about, followed by 10 minutes of open Q&A.
On the table:
Why one CoreWeave deal looks bankable and most others don't
Whether token efficiency could collapse demand faster than supply can adjust
What's missing from compute markets that exists in every other commodity
A first look at the LLM Token Expenditure Index
Thursday, May 7, 2026 — 12:00 PM ET (9:00 AM PT)
Live online via Zoom