Bitcoin & AI Power Scarcity with Daniel Roberts

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“This insatiable demand for energy & compute was…going to fuel the next wave of how society works and interacts together; and I think, 6 years on it’s playing probably faster than even we expected.”
— Daniel Roberts

Daniel Roberts is the co-founder of IREN. In this interview, we discuss surging demand vs power scarcity chokepoints, balance sheet strategies, changing AI & Bitcoin energy use narratives, mining in a bull-run and a multi-decade outlook.

THIS EPISODE’S SPONSORS:
IREN - https://www.iren.com/
Swan - https://swan.com/
Ledger - https://www.ledger.com/
Casa - https://casa.io/

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TIMESTAMPS:
00:00:00 Hedging the halving & supply shock
00:09:20 Epoch maturity & multi-decade outlook
00:19:15 Mining in a bull run; balance sheet strategy
00:28:59 AI capital formation; exponential demand?
00:36:52 AI infrastructure monetisation
00:42:24 AI/BTC energy use narratives
00:50:07 Plugging into power markets

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