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Compute has become the new oil. Whoever controls it, controls the future of intelligence.
In this episode of Thinking on Paper, Jeremy and Mark sit down with Kony, CEO of GAIB, to unpack the real shift happening in artificial intelligence: power itself is being redistributed.
GAIB is turning GPUs, the hardware behind every model, every chatbot, every act of machine cognition, into financial assets. It’s a new market built on the infrastructure of thought. Tokenized compute. Real yield. Shared ownership of the AI supply chain.
But beneath the economics sits a harder question: When intelligence becomes a currency, what happens to human value?
This conversation moves from the architecture of data centers to the architecture of power—how control over compute defines who gets to participate in the next phase of civilization, and what remains for the rest of us.
AI Power Shift: How Compute Became the New Currency.
Listen. Think. Then decide who should own the machines.
Please enjoy the show. And share with an AI friend.
Stay curious. Stay disruptive. Keep Thinking on Paper.
Thanks
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Links and resources
GAIB: https://gaib.ai/
Kony: https://x.com/konyk001
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Chapters
(00:00) Intro: Why Compute Is the Next Currency
(01:30) From GPUs to Blockchain: GAIB’s Origin Story
(04:05) The $7 Trillion Problem: Inside GAIB
(06:38) Funding Data-Centres Fast: GAIB’s Capital Playbook
(09:17) Cloud vs Data-Centre: Who Really Owns the GPUs?
(11:07) Why Local GPU Hubs Beat Latency
(13:50) Scaling Safely: Token Standards for Compute Financing
(17:35) Pricing an H200: Turning GPUs into Cash-Flow Assets
(21:50) AID Token Explained: The ‘Mutual Fund’ of Compute Yield
(23:07) Global GPU Partners: First NVIDIA-Approved Clouds in Asia & Beyond
(27:02) Will AI Kill Work or Create It?
(32:49) What should humans be?