In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:32) Josh's Background
(03:52) Overview Of The Bitcoin Mining Landscape
(10:44) Bitcoin Mining Cyclicality
(12:55) Industry Consolidation
(16:18) Differentiating Miners
(22:39) Miner Transition To AI/HPC
(36:44) Ads
(38:53) Miner Transition To AI/HPC (Continued)
(42:09) Chips & Bottlenecks
(49:18) Why Don't Miners Abandon Bitcoin For AI?
(59:18) CoreWeave & Core Scientific
(01:04:30) Risks To Transition To AI/HPC
(01:07:55) The Future Of The Mining Industry
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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