Dmytro Lokshyn

builder. director of growth @Silicon_Data and @computeexchange

[Silicon Data @Silicon_Data]

We are proud to partner with @CMEGroup on the first compute futures contracts — H100 and B200, launching October 5!

AI has shifted from a technology scaling problem into a capital (allocation) problem. As training gives way to inference at scale, compute becomes a core production input.

Futures let providers and buyers manage that cost volatility and give builders the confidence to plan — the same role oil and crop futures played for energy and agriculture.

Post-trained open models, exploding inference demand, and broader enterprise adoption are hitting at once. Inference compute is becoming increasingly fungible. This is the start of a real market for the physical layer of AI.

[Dmytro Lokshyn @dloku22]

@michuk we are xD

[Dmytro Lokshyn @dloku22]

@lennysan @tdrobbo @Whatnot @_hex_tech try posthog with claude and a data warehouse solution - it's like magic

[Dmytro Lokshyn @dloku22]

@killix though that's an ai response - the dead 200 returns are real indeed

[Dmytro Lokshyn @dloku22]

spent most of this year building software to run my marketing work. a lot of it just broke. scrapers died quietly and i wouldn't notice for days.

honest take on ai automation: nobody got replaced by an agent. somebody just got a new job babysitting software.

[Dmytro Lokshyn @dloku22]

this is getting interesting

[Silicon Data @Silicon_Data]

Our LLM Token index continues to decline while the debate over open vs closed model rages on. So we decided to take a closer look at how closed and open models respectively contributed. Interestingly, we are seeing some convergence btwn them.

The effective prices paid for proprietary models have decreased sharply over the last few weeks as OpenAI releases powerful frontier models at lower prices. Open models otoh have in fact seen their effective prices increase as more powerful near-frontier Chinese models like GLM 5.2 and Kimi K3 are released and served at higher prices.

Overall, this should be unsurprising. Econ 101: competition is up and prices are down. This is good for consumer and enterprise users of AI (agents) and promotes much wider and faster AI adoption.