Tootfinder

“Core Thesis: The target I care about is simple: can you make space-based, commodity compute cost-competitive with the cheapest terrestrial alternative? That's the whole claim. Not "space is big." Not "the sun is huge." Not "launch will be cheap." Can you deliver useful watts and reject the waste heat at a price that beats a boring Crusoe-style tilt-wall datacenter tied into a 200–500 MW substation? If you can't beat that, the rest is just vibes.”
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Data as Commodity: a Game-Theoretic Principle for Information Pricing
Pasquale Casaburi, Giovanni Piccioli, Pierpaolo Vivo
https://arxiv.org/abs/2510.07101 https://

Data as Commodity: a Game-Theoretic Principle for Information Pricing
Data is the central commodity of the digital economy. Unlike physical goods, it is non-rival, replicable at near-zero cost, and traded under heterogeneous licensing rules. These properties defy standard supply--demand theory and call for new pricing principles. We propose a game-theoretic approach in which the value of a data string emerges from strategic competition among N players betting on an underlying stochastic process, each holding partial information about past outcomes. A better-infor…