Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Joined December 2009
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Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.
Mike Alfred retweeted
Perplexity is working with IREN to power fast, trustworthy AI.
Under our multi-year agreement, @perplexity_ai will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center campus, supporting the models and agents behind Perplexity Computer.
More than 50,000 organizations use Perplexity every day, asking more than 1.5 billion questions a month. IREN AI Cloud delivers the capacity and consistent performance to power AI workloads at scale.
Learn more: iren.com/resources/blog/perp…
I am excited to announce that I have joined the board of directors at Opendoor (NASDAQ: OPEN). OPEN is an important company solving a big problem in a massive market. I have already begun working with Kaz and the board. More to come. investor.opendoor.com/news-r…
I am increasingly concerned about firms spending hundreds of billions of dollars on chips without the physical infrastructure required to plug them in. We could see whale-level deaths if these guys are building a bridge to nowhere. Need more power & infra asap. Who can help?
Mike Alfred retweeted
Is Bitcoin heading to $100,000 or crashing to $10,000, and are we witnessing the beginning of an AI bubble or just another buying opportunity? This week on All Things Markets (@AllThingsMkts), @mikealfred (subbing in for the great @novogratz ) joins me to break down Bitcoin's future, the staggering cost of the AI boom, and why he's willing to bet $1 million that the Bitcoin bears are dead wrong. Presented by @SALTConference
Watch/Listen on X, YouTube, and Spotify.
Timestamps
0:00 SPECIAL GUEST: Mike Alfred
1:32 Why are AI stocks falling?
3:58 Are we in an AI bubble?
5:12 Anthropic's IPO and the future of AI investing
7:53 Could America's debt crisis trigger civil unrest similar to France?
10:52 Elon Musk, Tesla, SpaceX and the concentration of power
14:13 Bitcoin to $5,000? Why the bears are wrong
17:46 Bullish or Bearish
21:06 What made you smile this week?
Really enjoyed this one. Thanks for having me Anthony! 🙏
Is Bitcoin heading to $100,000 or crashing to $10,000, and are we witnessing the beginning of an AI bubble or just another buying opportunity? This week on All Things Markets (@AllThingsMkts), @mikealfred (subbing in for the great @novogratz ) joins me to break down Bitcoin's future, the staggering cost of the AI boom, and why he's willing to bet $1 million that the Bitcoin bears are dead wrong. Presented by @SALTConference
Watch/Listen on X, YouTube, and Spotify.
Timestamps
0:00 SPECIAL GUEST: Mike Alfred
1:32 Why are AI stocks falling?
3:58 Are we in an AI bubble?
5:12 Anthropic's IPO and the future of AI investing
7:53 Could America's debt crisis trigger civil unrest similar to France?
10:52 Elon Musk, Tesla, SpaceX and the concentration of power
14:13 Bitcoin to $5,000? Why the bears are wrong
17:46 Bullish or Bearish
21:06 What made you smile this week?
Set a reminder for my upcoming Space! teapawt.net/i/spaces/1nxeLMArEvrJX
Congrats to Elon Musk and the SpaceX team on a great quarter. SPCX is building a credible path to justifying the company's valuation. Notably, 52% of revenue came from the superintelligence segment. Elon says compute demand is overwhelmingly high and prices rising. Interesting.
It’s been 4 months. This was contrarian at the time. Watch as it becomes consensus. Game, set, match.
