Turning Compute Into a Commodity – Kush Bavaria, Ornn | High Conviction #5

Kush Bavaria, is the co-founder and CEO of Ornn. Ornn is building a market for compute — an index to price it, a marketplace to trade it, and derivatives to hedge it. With hundreds of billions of dollars of capex pouring into the AI buildout, Kush's bet is that compute becomes the defining commodity of this century. In just over a year, he and his co-founder have built an index that's live on the Bloomberg Terminal, partnerships with Kalshi and the parent company of the New York Stock Exchange, and raised a $33 million seed round led by a16z