Chamath Palihapitiya

It is so great to see you, Arthur.

Continued success with Mistral.

Thank you very much.

Cheers.

I'm really lucky to have Daniel Roberts here.

He's the co-CEO and co-founder, along with his brother of IREN.

They are a publicly traded company.

They started in BTC.

Welcome to the All In interview program.

Yeah.

And so you started in Sydney.

and your brother um it was seven eight years ago and you got in early on bitcoin and all these bitcoin monitor uh miners wanted to have data centers huh yeah that's directionally right so the thesis we saw was this explosion of the digital world the growth in the online

When did you first start seeing the demand in the company shift from, hey, Bitcoin miners, we need some H100s, whatever it is, to, hey, we're this nonprofit open AI.

Hey, we're this research lab.

We need some AI compute.

When did that start hitting?

And you were in so early that when you were looking at data center space in the United States,

You were one of one looking at the space, one of two or three people looking at the space.

They were trying to sell you on space, yeah?

Yeah, I don't think anybody could have predicted when ChatGPT came out, OpenClaw recently as a turning point, and then Microsoft, Google, and everybody embracing this.