In this episode, Kevin Bowers returns to explain Jump's expansion from trading to core infrastructure, centered on what he calls the "great inversion": the real bottleneck in tech isn't compute, but data and I/O. He introduces Shelby, a new storage network, as a direct challenge to the "Hotel California for Data" model used by cloud providers. This same focus on efficient data flow—not just processing power—was the key to scaling Solana with Fire Dancer. Finally, Kevin explains how FPGAs from high-frequency trading are the critical hardware solution, allowing blockchains to bypass software's inefficient "Tower of Babel" and "get close to the wire" for true high performance.
00:00 - Expanding Beyond Trading and the Vision for Shelby
02:31 - Challenges in Storage and Data Management
04:37 - Building High-Performance Systems
08:04 - The Evolution of Jump's Technology
11:55 - The Economics of Cloud Storage
29:07 - Fire Dancer and Frankendancer
42:03 - The Cost of Optimization
42:48 - Machine Learning and Custom Networks
43:47 - Project Prioritization and Entropy
46:48 - Challenges in High-Performance Computing
56:38 - The Role of FPGAs in Trading and Blockchain
01:13:45 - Future of Hardware Acceleration in Blockchain
01:18:54 -Conclusion and Final Thoughts
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