Anthony Pompliano

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It strikes me that if AI and Bitcoin, you all have raced around the world essentially looking for these energy sources, I'm imagining that a very material amount of the capital from AI and Bitcoin is going into developing the energy source.

People are trying to eat in and vertically integrate.

What are you seeing on that front in terms of, in a way, the data center providers, the AI, and the Bitcoin consumers are really now energy developers?

How do you think about the difference in your business versus, you know, if I'm a public market investor and I'm looking, OK, I got a bunch of these companies I can go and invest in.

There's some that are pure play Bitcoin miners.

There's some that are kind of these hybrid AI and Bitcoin.

And then obviously there's just pure AI.

But then I can even go deep into the energy stack.

I can go into, you know, Jordy Vischer talks a lot about like memory and all these kind of different components.

What do I do?

How do I think about this?

And maybe what is differentiating about your business versus, you know, so many other options?