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The Breakdown

Kevin O’Leary on AI, Data Centers, and Why He Sold 27 Crypto Positions | The Breakdown

The Breakdown

Blockworks

Investing, Business

4.8806 Ratings

🗓️ 14 April 2026

⏱️ 34 minutes

🧾️ Download transcript

Summary

AI is reprogramming the social fabric — and nobody can agree whether that’s a good thing. Kevin O’Leary, investor and entrepreneur, joins us to share his framework for navigating the AI era across investing, data centers, and crypto. TIMESTAMPS: (00:00) Introduction (01:33) One Shot, One Opportunity (03:20) Two Wolves (06:02) Nexo Ad (06:36) Interview with Kevin O’Leary (08:56) Datacenters as a Political Issue (12:13) How Kevin Uses AI (14:39) Nexo Ad (15:36) What Makes an AI Company Worth Investing In? (17:39) Thoughts on Negative Sentiment (19:09) How Does Crypto Fit Into This? (23:26) Marty Supreme Role (25:27) Developing Taste (29:45) Advice for Future Generations FOLLOW GUEST › Kevin O’Leary — https://x.com/kevinolearytv FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://the-breakdown.carrd.co/ SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

Transcript

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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.

1:10.8

This episode is brought to you by Nexto.

1:13.1

Step into a new era of digital wealth.

1:15.3

Earn interest on your digital assets.

1:16.9

Borrow against them without selling and trade all in one platform.

1:20.1

Get started at nexo.com slash breakdown.

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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