Carmen Li wants to turn AI compute into an investable asset class like oil

danielrock · x · 2026-10-24

The Wall Street Journal profiled Carmen Li, who is building new market infrastructure to make AI compute an asset class investors can bet on or against, like oil or gas.
She describes herself as a "boring" 40-year-old applying her whole career to this, not a dropout founder. Her take: if she succeeds, Wall Street will have the data, transparency, and tools to price and manage compute risk better than she ever could — and that would be the real success.

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