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.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Orin is creating a futures market for GPU compute power to address inefficiencies where some companies waste compute while others lack access. The company believes compute will become as fundamental to enterprises as oil was in the 1900s.
Nvidia is the dominant compute producer (largest company by market cap) and its GPUs (H100/H200/B200/RTX5090) serve as the benchmark for Orin's compute price index. Vertical integration trend: XAI building Terra Fab, potential Anthropic-Nvidia merger would create custom chips for Claude models at scale.
Aru uses AI agent simulations to predict consumer preferences (e.g., stroller choices) and election outcomes more accurately than human surveys. Founded by 18-19 year olds, now billion-dollar valuation. Kush was early investor at Link Ventures.