Kaan Yigit
Founder of Stoa, The market behind AI hardware.
Company
Kaan Yigit is listed as a founder of Stoa. Stoa provides pricing and trading infrastructure for AI hardware, live with an RFQ marketplace where companies buy and sell GPUs through vetted dealers real-time.
Founder traction evidence
Public posts and activity attributed directly to this founder.
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Before Stoa, I was a quant dev on a commodities desk at Uniper.
Before Stoa, I was a quant dev on a commodities desk at Uniper. Every asset had screens, standardized contracts, and curves to hedge against. GPUs don’t. Hundreds of billions are flowing into AI hardware, but the market underneath it is still opaque. Now building @stoaexchange
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Before writing any code we brokered the deals ourselves.
Before writing any code we brokered the deals ourselves. I priced the same node with 8 dealers and got quotes 15% apart. Not costs, connections. That's the moment Stoa stopped being an idea. Today it's live: post an RFQ, vetted dealers bid blind, firm quotes in 48 hours.
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Same SKU, 8 dealers, quotes 15% apart.
Same SKU, 8 dealers, quotes 15% apart. Not because costs differ, but because in GPUs the price you get depends on who you happen to know. Blind bids from vetted dealers fix that: the market competes for your order instead of you searching for the market.
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Rent or buy is the question I get most, and it has a real answer: about 55% sustained utilization.
Rent or buy is the question I get most, and it has a real answer: about 55% sustained utilization. An 8x H200 node runs $370k, plus roughly $24k a year to host. Over three years that is $442k no matter how you use it. The same eight GPUs from a specialist cloud at $3.82/GPU-hr
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$250B of hyperscaler bonds this year.
$250B of hyperscaler bonds this year. Another $400B projected for 2027. Debt is already a third of AI capex. All of it ultimately sits on hardware that trades in group chats at prices that vary 15% dealer to dealer. The biggest collateral pool of the decade doesn't have a mark.
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The air cooling argument for why old GPUs stay expensive is right, it's just not the whole reason they stay bid An A100 box clears because someone can buy it outright.
The air cooling argument for why old GPUs stay expensive is right, it's just not the whole reason they stay bid An A100 box clears because someone can buy it outright. A GB300 rack needs project financing, an interconnection agreement, and a liquid-cooled shell that mostly