▶ 69:00 · $ORIN · Orin builds compute futures market with $300M first-year revenue

episode briefing

Bots Hit 57% of the Web, China Simulates 1B Agents, 4 Labs Lose Containment w/ Kush Bavaria | EP 278

2026-08-11 · 16 company · 11 thematic

sentiment

9 bull2 bear5 neu

speakers

Kush Bavaria, 23, dropped out of MIT a semester early, was a VC at Link Studio for 7-8 months, then co-founded Orin with Wayne Nelms. Orin launched GPU compute futures with ICE/NYSE, reached ~$333M revenue in ~1 year, and aims to make compute a liquid commodity asset class.

dave blundin

Dave Blundin (DB2) is Peter Diamandis' longtime friend and MIT roommate, partner at Link Ventures, and described as a guru on exponential investing. He focuses on moonshot-stage companies in AI, robotics, and space.

alex wissner-gross

Computer scientist, physicist, entrepreneur and investor whose work spans artificial intelligence and complex systems. He is the founder and managing partner of Reified.

eric wallace

peter diamandis

Peter Diamandis hosts the Moonshots podcast with a panel of 'mates.' He founded XPRIZE and Singularity University, sits on boards of Trust & Will and Vesmark, and runs the Future Vision XPRIZE for positive AI futures. He frames discussions around the 'singularity economy' and exponential technologies.

quote

“Our belief is that compute will power every single enterprise the same way oil did in the 1900s. We also build indices off of that which track the price of compute that you just referenced that basically measure what is a GPU hour worth um…”

—kush bavaria

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