Nvidia Just Proved Compute Is the New Oil — Trading It for Revenue

@atlasberry008

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Why it worked

The video connects multiple high-profile figures and events (Nvidia, Larry Fink, Sam Altman, Stephen Hawking) to a single, compelling narrative about the increasing value and financialization of compute power, making it highly relevant to current trends in AI and business.

Summary

The video explains how Nvidia is shifting its business model from solely selling chips to offering compute power in exchange for a share of revenue generated by startups. This move, alongside similar initiatives from Sam Altman and predictions from Larry Fink, signifies a financialization of compute power, making it a critical asset for the future of AI and business.

Structure

1Nvidia's new business model: compute for revenue share
2Larry Fink's prediction of compute futures markets
3Sam Altman's token-for-equity offer to YC startups
4Nvidia becoming a revenue-sharing partner
5The importance of compute access for AI agents
6Stephen Hawking's warning about AI evolution

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Nvidia Just Proved Compute Is the New Oil — Trading It for Revenue JUST ANNOUNCED a new business model INSTEAD OF ONLY SELLING YOU CHIPS THE COMPUTE TO THE STARTUPS LIKE TOKEN CREDITS AND THEN TAKE A SHARE OF THE REVENUE THAT THESE COMPANIES NOW THE WORLD'S BIGGEST CHIP MAKER HAS NOW BECOME A REV SHARE PARTNER ANY OTHER SIGNAL THAT COMPUTE IS THE NEW OIL THIS IS IT WE'VE BEEN Larry Fink Predicts Birth of Futures Market for Computing Power WE TALKED ABOUT STOOD ON STAGE AT MILKEN A NEW ASSET CLASS FOR COMPUTE LIKE OIL AND WHEAT POWER OF CHIPS OF MEMORY I MEAN WE'RE SHORT Sam Altman makes ‘mic drop’ offer to every Y Combinator startup AND REMEMBER AFTER THAT SAM ALTMAN OFFERED EVERY SINGLE STARTUP Y COMBINATOR BATCH $2 MILLION NOT IN CASH BUT IN TOKENS COMPUTE 169 COMPANIES IN ONE GO AND NOW NVIDIA NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout THERE ARE NEW MODEL SELL NVIDIA POWERED COMPUTE STARTUPS GET AND NVIDIA NOW TAKES A CUT THAT THOSE USAGE-LINKED EARNINGS STREAM. CALLED IT A USAGE-LINKED EARNINGS STREAM Compute becomes lifeblood THREE SIGNALS TO THE SAME STORY ACCESS TO COMPUTE IS BECOMING OXYGEN Larry Fink Predicts Birth of Futures Market for Computing Power THIS MATTERS FOR THIS NEXT ERA EVERY COMPANY OPERATING OF AI AGENTS Stephen Hawking warns artificial intelligence could end mankind AND STEPHEN HAWKING WARNED ABOUT THIS YEARS AGO "Humans, who are limited by slow biological evolution, couldn't compete, and would be superseded." REDESIGN ITSELF FOR THE EVER INCREASING RATE THAT ARE LIMITED BY OUR SLOW BIOLOGICAL EVOLUTION JUST COULDN'T THE AGENT ERA BASICALLY THE HUMAN DELAY AGAINST YOU AND THAT GETS EVEN MORE EXPONENTIAL EVERY SINGLE CYCLE COMPUTE SITS Why CPUs Are Becoming the Backbone of AI OF IT ALL WITHOUT ACCESS CAN'T COMPETE NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout NVIDIA IS TRYING TO REPOSITION ITSELF NOT JUST AS A COST CENTER ANYMORE ON THE VALUE THAT THIS COMPUTE CREATE AND THAT'S ALIGNING THE INCENTIVES THEY WIN THE MODEL COMPANIES ARE SELLING TOKENS LIKE THEY'RE SELLING THE HOUSE GETS PAID WHEN THE IN THE WORLD ITS POSTURE EVERYONE ELSE WILL START TO FOLLOW SO LET'S WATCH WHAT HAPPENS NEXT COMPUTE MARKETS Sam Altman makes ‘mic drop’ offer to every Y Combinator startup COMPUTE FOR EQUITY NVIDIA offers start-up customers chance to swap compute power for revenue share AND NOW COMPUTE FOR REV SHARE THE FINANCIALIZATION OF COMPUTE IN REAL TIME AND THE COMPANIES IN ACCESS NOW THAT ARE GOING FIVE YEARS FROM NOW IF YOU LIKE AND WANT TO JOIN OUR COMMUNITY Frontier Signal from the edge. A private network for frontier builders and backers. LAT LINK IN BIO

Transcript

Nvidia just flipped the model: instead of only selling chips, it’s fronting startups compute and taking a cut of the revenue they generate. CFO Colette Kress calls it a “usage-linked earnings stream.” The pattern is undeniable. Larry Fink says compute futures are the next asset class. OpenAI traded $2M in tokens for equity across an entire YC batch. Now Nvidia wants a cut of what its compute creates. The world’s biggest chipmaker just became a rev-share partner. If you needed one more signal that compute becomes lifeblood, this is it. We've been talking about this pattern. We talked about how Larry Fink stood on stage at Milken and said that there's going to be a new asset class for compute, like oil and wheat, because we're short of power, short of chips, short of memory. I mean, we're short of everything. And remember, a few weeks after that, Sam Altman offered every single startup in the Y Combinator batch $2 million in tokens, not in cash, but in tokens for compute, for equity. 169 companies in one go. And now Nvidia, there are new models. Cloud providers sell Nvidia powered compute. Startups get token credits. And Nvidia now takes a cut of the revenue that those startups generate. I mean, their CFO called it a usage-linked earnings stream. These are just three signals to the same story. Access to compute is becoming oxygen. And here's why this matters for this next era. Every company operating a fleet of AI agents. And Stephen Hawking warned about this years ago. AI would redesign itself for the ever increasing rate that are limited by our slow biological evolution, just couldn't compete. That's going to be the agent era, basically in one sentence: the human delay compounds against you. And that gets even more exponential every single cycle. Compute sits at the backbone of it all. Without access, you just can't compete. You get it now. Nvidia is trying to reposition itself, not just as a cost center anymore. They're betting on the value that this compute will actually create. And that's aligning the incentives. If they win, they win. Meanwhile, the model companies are selling tokens like they're selling chips at a casino. The house gets paid either way. And when the biggest company in the world, its posture, everyone else will start to follow. So let's watch what happens next. Compute markets, compute for equity. And now compute for rev share. The financialization of compute is happening in real time. And the companies that are locking in access now are the ones that are going to be left standing five years from now. If you like and want to join our community, link in bio.