About this episode

The episode discusses the impact of AI infrastructure on capital and valuation models, particularly focusing on Applied Digital and Bitcoin's market dynamics.

We break down how AI infrastructure is pulling attention and capital, from token-priced AI subscriptions to hyperscaler demand for long-term compute capacity. We compare how different players finance data center builds and then walk through a detailed valuation model for Applied Digital’s contracted megawatts. • Bitcoin’s price action tied to macro risk and tech sentiment shifts • AI subscriptions moving toward token billing and utility-style pricing • SpaceX compute targets...

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