Making Sense of AI and HPC Markets with Tom Masiero | Bitcoin Stock Show

Before 2023, most folks probably associated AI with the far-off dystopias of The Terminator, The Matrix, or other depictions in pop culture. Now, AI is permeating every corner of our culture and economy as applications like Chat-GPT have taken a place alongside Google as the habitual tools of the internet’s citizenry. At the core of all of these applications – as with every facet of the Internet – is computing power, and bitcoin miners are betting big on becoming key producers of this compute. On this episode of the Bitcoin Stock Show, Tom Masiero of Cathedra Bitcoin shares his vision for how bitcoin miners factor into the most consequential technological revolution since the Internet.  

@FarmahTom Director @CathedraBitcoin $CBIT 

CathedraBitcoin.com

Timestamps:

00:00 Livestream waiting room

11:15 Show introduction 

12:30 Tom introduction and background

14:30 Breakdown of different HPC datacenter strategies

20:50 Difference between datacenter tiers

22:25 Types of HPC services bitcoin miners provide

27:30 Are clusters of compute the same as concentrated compute?

29:40 What is a mullet miner anyway?

33:45 Differences between small and large datacenters

37:40 Breakdown of different HPC strategies from bitcoin miners

44:45 The role of bitcoin miners in the AI race

52:40 Bitcoin miners and AI/HPC are PB&J

54:50 Why is Nvidia so dominant?

1:03:56 Is the H100 the S17 of AI?

1:09:50 Three categories of bitcoin miners 

Live streamed every Wednesday, The Bitcoin Stock Show is brought to you by The Mining Pod and features interviews and analysis related to the world of public Bitcoin companies. Subscribe to receive notifications when we stream and publish shows! 

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