On The Margin
Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury
In this episode, Josh Solesbury joins the show to di...
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Nov 11 2024 1h 15m
Chapter 1 1 min
Josh's BackgroundChapter 2 6 mins
Overview Of The Bitcoin Mining LandscapeChapter 3 2 mins
Bitcoin Mining CyclicalityChapter 4 3 mins
Industry ConsolidationChapter 5 6 mins
Differentiating MinersChapter 6 14 mins
Miner Transition To AI/HPCChapter 7 2 mins
AdsChapter 8 3 mins
Miner Transition To AI/HPC (Continued)Chapter 9 7 mins
Chips & BottlenecksChapter 10 9 mins
Why Don't Miners Abandon Bitcoin For AI?Chapter 11 5 mins
CoreWeave & Core ScientificChapter 12 3 mins
Risks To Transition To AI/HPCChapter 13 7 mins
The Future Of The Mining Industry