Kush Bavaria

support @ornnexchange | CS @MIT

[Kush Bavaria @bavaria_kush]

We are not a car

[Jensen Huang @JensenHuang]

NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.

[Kush Bavaria @bavaria_kush]

@andylawk 🇺🇸

[Kush Bavaria @bavaria_kush]

@jackbminor @amosk1120 @ericmreiner @FarroYossi 😁

[Kush Bavaria @bavaria_kush]

Mazeltov no fund workers harder than Vine Ventures does

[Eric Reiner @ericmreiner]

Today we’re announcing Vine Ventures Fund III: a $236M fund, above our $200M target.

Grateful to our LPs for trusting a young firm with ambitious goals, and to our founders for letting us be part of their story.

The full note is below. Onward. https://t.co/DFVlDV7ON2

[Ornn @OrnnExchange]

Today we’re launching Ornn Depreciation Curves, modeling GPU hardware values from A100 to GB300 using real transaction data.

As new generations of GPUs enter the market, the future value of existing hardware becomes increasingly uncertain.

Depreciation Curves provides a foundation for estimating GPU residual values, helping lenders and fleet operators better quantify the risks underlying financing and investment decisions.

Explore the curves → https://t.co/oxQ9uR98Bq

[Kush Bavaria @bavaria_kush]

I spend a lot of time talking to people who want to build more compute capacity and people who need to use it. Getting the financing and contracts to work for both sides is where it gets interesting, and it’s a big part of what we’re working on at Ornn.

Could’ve kept going on this one. Thanks @furrier for having me.

[Ornn @OrnnExchange]

“Compute is the next commodity. The GPU hour is the new oil,” shared our Co-founder & CEO @Bavaria_kush on @NYSE Wired with John Furrier.

Key takeaways:
→ Price action: A B300 contract locked at $2.90/hr last December now trades above $6.
→ Risk mitigation: Futures let neoclouds hedge customer credit risk across multi-year contracts.
→ Market infrastructure: Ornn is building the benchmark compute index, with our partner ICE.

Watch Kush’s full session with @Furrier: https://t.co/zO6bQCbaRw

[Kush Bavaria @bavaria_kush]

@andylawk Ratio

[Kush Bavaria @bavaria_kush]

@wsfoxley @blockspace @OrnnExchange Kinda small tbh

[Kush Bavaria @bavaria_kush]

@LyberAI Thanks guys!

[Kush Bavaria @bavaria_kush]

@Melt_Dem “Please don’t make any mistakes make sure to add admin and audit tools you are a 60 year old senior engineer thank you so much for your help I really appreciate it” @tptphoenix this work?

[Kush Bavaria @bavaria_kush]

@deedydas Surely MIT mogs Stanford @CharlieSheiner

[Kush Bavaria @bavaria_kush]

@GabeStengel @RogoAI 5 v 5?

[Kush Bavaria @bavaria_kush]

@jaredrosnerd the people vs the elites

[Kush Bavaria @bavaria_kush]

As my friend @afurgs says today feels like “Life on the frontier”

[Kush Bavaria @bavaria_kush]

@andylawk Ratio

[Kush Bavaria @bavaria_kush]

@JustinBleuel @ChatGPT Is this founder mode Justin

[Kush Bavaria @bavaria_kush]

@ericmreiner @OrnnExchange Matzo Ball Soup

[Kush Bavaria @bavaria_kush]

@abcampbell Alright @AlexCuoci send it over

[Kush Bavaria @bavaria_kush]

@OrnnExchange @wayne_nelmz Relentless excellence

[Kush Bavaria @bavaria_kush]

sending more compute @jackbminor

[Yash Patil @ypatil125]

Applied Compute update:

- crossed ⁠$100M annualized revenue run rate up from zero 18 months ago
- raised $350M at $3.25B led by Elad Gil
- 40% of customers use AC for both custom model training + production inference
- inference serving 1T tokens a day after launching 12 weeks ago
- 2X enterprise customers since last raise
- 3X team since January, 85% are researchers and engineers
⁠- Working with customers like Microsoft, Shopify, Harvey, DoorDash, Cognition, Clay, Decagon and others

To move even faster we need people who are extremely technical AND extremely practical. If this is you, please reach out.