# Evan Conrad

Markdown copy of https://realalpha.app/people/evan-conrad/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

Real Alpha has cut 7 moments of Evan Conrad (SF Compute) talking, from an interview on Latent Space published Oct 20, 2026.

- Role: SF Compute

## What Evan Conrad said

- [Compute contracts must price interruptions and hardware differences](https://realalpha.app/s/compute-contracts-must-price-interruptions-and-hardware/)
  Latent Space · Oct 20, 2026 · 5 min
  > “what it does is it tries to kill all the GPUs before they ever get in the hands of the customer.” — Evan Conrad · [13:08](https://realalpha.app/v/EAtLq9_vrE0/?t=788)
- [Batch and live inference need different interruption terms](https://realalpha.app/s/batch-and-live-inference-need-different-interruption-terms/)
  Latent Space · Oct 20, 2026 · 5 min
  > “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.” — Evan Conrad · [16:35](https://realalpha.app/v/EAtLq9_vrE0/?t=995)
- [Financial compute markets need physical settlement first](https://realalpha.app/s/financial-compute-markets-need-physical-settlement-first/)
  Latent Space · Oct 20, 2026 · 3 min
  > “there's a very similar problem where you can manipulate an index.” — Evan Conrad · [26:19](https://realalpha.app/v/EAtLq9_vrE0/?t=1579)
- [SF Compute operates clusters without owning the GPUs](https://realalpha.app/s/sf-compute-operates-clusters-without-owning-the-gpus/)
  Latent Space · Oct 20, 2026 · 3 min
  > “And in order to make that bare metal node work, you have to operate everything else.” — Evan Conrad · [30:18](https://realalpha.app/v/EAtLq9_vrE0/?t=1818)
- [A flexible order book can precede standard compute contracts](https://realalpha.app/s/a-flexible-order-book-can-precede-standard-compute-contracts/)
  Latent Space · Oct 20, 2026 · 3 min
  > “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” — Evan Conrad · [8:56](https://realalpha.app/v/EAtLq9_vrE0/?t=536)
- [Compute buyers can choose broad or exact GPU SKUs](https://realalpha.app/s/compute-buyers-can-choose-broad-or-exact-gpu-skus/)
  Latent Space · Oct 20, 2026 · 3 min
  > “if i want to buy blackwells i can say i'm willing to buy blackwells at six dollars an hour or less” — Evan Conrad · [22:22](https://realalpha.app/v/EAtLq9_vrE0/?t=1342)
- [Compute trading needs a supporting financial ecosystem](https://realalpha.app/s/compute-trading-needs-a-supporting-financial-ecosystem/)
  Latent Space · Oct 20, 2026 · 2 min
  > “There's an ecosystem of companies that are reforming around how do we resolve the financial bottlenecks of compute?” — Evan Conrad · [28:22](https://realalpha.app/v/EAtLq9_vrE0/?t=1702)

## The episode

- [The Programmable Data Center — Evan Conrad, SF Compute](https://realalpha.app/v/EAtLq9_vrE0/) · Latent Space · Oct 20, 2026