Carmen Li

Founders in their 40s argue that age provides advantages—such as discernment and persistence—that newer, AI-native founders do not possess. Amir Elaguizy stated that for him, AI is a continuum that he has watched develop over decades, viewing his age as an asset to investors. This trend of older entrepreneurs launching new AI startups was highlighted by Y Combinator CEO Garry Tan, who termed the movement the "age of the unc."

Carmen Li is proposing the creation of a futures market for compute resources. The initiative aims to establish a new financial instrument for trading computational capacity.

New AI technology, including Nvidia's Blackwell systems, is expected to significantly increase efficiency and reduce AI token prices. Companies like OpenAI and Silicon Data have noted declining token costs, with a spending index showing a drop from 2.06 to 1.75 in early June. Unnamed AI infrastructure firms also predict cheaper tokens due to improved models later this year.

Wall Street is developing a market for AI compute as a financial asset, with Silicon Data CEO Carmen Li explaining how AI futures may rival oil futures in importance. Companies are hedging against rising GPU costs, and AI token prices continue to rise despite advancements in model efficiency.