Builder
Evan Conrad
Co-founder & CEO, SF Compute
Founded SF Compute, a GPU cluster exchange where buyers can resell unused compute time on contracts they can exit.
SF ComputeReal Alpha has cut 7 moments of Evan Conrad (Co-founder & CEO, SF Compute) talking, from an interview on Latent Space published Oct 20, 2026.
What Evan Conrad said
- 9:35
Compute contracts must price interruptions and hardware differences
“what it does is it tries to kill all the GPUs before they ever get in the hands of the customer.”
at 13:08 - 14:13
Batch and live inference need different interruption terms
“if I have live inference customers who are expecting me to be online, then you can interrupt me, but in a month, maybe two months, maybe three months.”
at 16:35 - 23:23
Financial compute markets need physical settlement first
“there's a very similar problem where you can manipulate an index.”
at 26:19 - 28:58
SF Compute operates clusters without owning the GPUs
“And in order to make that bare metal node work, you have to operate everything else.”
at 30:18 - 6:58
A flexible order book can precede standard compute contracts
“and the reason why we did it this way is it allows us to generate liquidity without having to standardize before you know what the technology can do”
at 8:56 - 20:17
Compute buyers can choose broad or exact GPU SKUs
“if i want to buy blackwells i can say i'm willing to buy blackwells at six dollars an hour or less”
at 22:22 - 26:51
Compute trading needs a supporting financial ecosystem
“There's an ecosystem of companies that are reforming around how do we resolve the financial bottlenecks of compute?”
at 28:22
- 9:35
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