#1333 Dan Roberts on The Future of Bitcoin & AI Data Centers
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 27 March 2024
⏱️ 30 minutes
🧾️ Download transcript
Summary
Dan Roberts is the Co-Founder and Co-CEO of IREN. In this conversation, we talk about data centers for both bitcoin mining and artificial intelligence, energy sources, decision making framework, market reactions, competitors, future of bitcoin, future of AI, and more.
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Transcript
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| 0:00.0 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp |
| 0:07.7 | podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
| 0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from the |
| 0:26.5 | world's most interesting people. So let's get in to today's episode. Today's episode is with |
| 0:32.0 | Dan Roberts. He's the co-founder and co-CEO of Iron. In this conversation, we talk about data centers, both for Bitcoin mining and for |
| 0:40.6 | artificial intelligence compute. |
| 0:42.9 | Dan and his team have built an incredibly interesting business. |
| 0:46.1 | They built those data centers using cheap renewable energy sources that are usually |
| 0:51.1 | outside of areas where other people want to gather that energy, and then they're |
| 0:55.4 | serving both Bitcoin miners and AI companies. This new era of all sorts of advanced computation |
| 1:02.6 | is only beginning, and companies like Iron seem to be best poised to capitalize on it. Dan and I |
| 1:08.5 | get into the decision-making framework when they decide to mine |
| 1:11.4 | Bitcoin versus serve their AI customers, how the market receives the different stories, |
| 1:16.5 | where Bitcoin's going, where AI is going, how they source GPUs, what their competitors |
| 1:21.3 | are doing, and why artificial intelligence has become such an attractive use case. |
| 1:27.0 | It's all in here and Dan did a |
| 1:28.9 | fantastic job educating me, so I appreciate his time and I hope you enjoy my conversation with |
| 1:34.6 | Dan Roberts. Anthony Pompliano runs pomp investments. All views of him and the guests on his |
| 1:41.2 | podcast are solely their opinions and do not reflect the opinions |
| 1:44.6 | of pomp investments. You should not treat any opinion expressed by pomp or his guest as a |
| 1:49.7 | specific inducement to make a particular investment or follow a particular strategy, but only as |
| 1:54.7 | an expression of his personal opinion. This podcast is for informational purposes only. |
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