Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown
The Breakdown
Blockworks
4.8 • 806 Ratings
🗓️ 14 April 2026
⏱️ 34 minutes
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| 0:00.0 | Whatever you might personally think about AI and the associated sloppification of all things. |
| 0:04.4 | It's obvious that while on the technological level, AI might be in the same category of revolutions like the steam train at electricity. |
| 0:10.8 | But on the cultural level, it's really like smartphones in 2008 and social media in 2011, |
| 0:15.7 | in that whatever is happening has started to feel almost irreversible. |
| 0:18.7 | And we are calling it iPhone. |
| 0:20.8 | It's got everything you need, all wrapped up in one. |
| 0:23.6 | Smartphone withdrawal can cause anxiety, insomnia, and even depression. |
| 0:27.6 | Could this revolution happen without Twitter, Facebook? |
| 0:31.6 | All of us can participate through these social media tools. |
| 0:34.6 | I think that's one of the most fascinating parts. |
| 0:36.6 | With social media, you're being subtly manipulated by algorithms. While few of us can naturally really agree whether AI is making life for the average person better or worse, AI, like smartphones and social media, is in the process of reprogramming the social fabric. We just don't really know to what end, but I suppose that's half the fun. Still, I can't help but shake an eerie feeling that it's all going to come to |
| 0:57.6 | a head in a very unexpected way. I'm your host David Canellas, and this is The Breakdown. Let's |
| 1:02.1 | get to it. |
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| 1:22.4 | Nothing said on the breakdown is a recommendation to buy or sell securities or tokens. |
| 1:25.3 | This podcast is for informational purposes only and any views expressed by anyone on the show are opinions, not financial advice. Host and guests may hold positions in the company's funds or projects discussed. Right now, it's practically impossible to talk about AI normally. Bring it up and you'll need to already know how the other side of the conversation feels about LLMs and agents. Maybe they're totally one-shotted like Gary Tan or Mark and Dresen, and they're now in the midst of outsourcing most of their comprehension, analysis, and overall information harvesting to the machine. And just in terms of order magnitude, like this is clearly bigger than the internet. We're sort of three years in to what is a, secondly, an 80-year revolution. In that case, you have little choice but to convert as a true believer or lest you be shunned as a Luddite. Or maybe they're still normie-brained enough to be totally disgusted by the idea that glorified autocomplete could produce anything of value at all, let alone reason better than they can. This is not a tool that is revolutionizing learning. This is a nightmare that is destroying learning. A hundred percent of times when I see students use it, it is so they do not have to think. |
| 2:18.3 | Although I would probably bet that person, likely a bona fide word cell, doesn't code. |
| 2:22.3 | It seems more likely than ever that those two worlds will eventually collide. |
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