Bitcoin Mining, AI Compute, and the Power Constraints
The January 8, 2026 episode of the Bitcoin Rails podcast features Fred Thiel explaining how Bitcoin mining and AI infrastructure converge around power, land, and capacity constraints.
AI/HPC
Elon Musk on AI Acceleration, Energy Bottlenecks, and Social Stability
The January 06, 2026 episode of the Peter H. Diamandis Podcast features Elon Musk outlining an accelerated AI and robotics timeline that he expects to disrupt labor markets and public institutions within the next several years.
AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails
The December 14, 2025 episode of the Jordi Visser Podcast features Visser arguing that markets are rotating toward a reflation narrative even as several disinflation signals remain intact.
Mining Economics Tighten as Grid Queues and AI Load Accelerate
The December 12, 2025 episode of The Mining Pod features Ethan Vera explaining why weak hash price conditions, modest difficulty relief, and volatile power markets keep miners cautious on new capital spending.
Bitcoin’s Silent IPO Moment, AI Deflation, and Wealth Shifts
The December 02, 2025 episode of Coin Stories features macro investor Jordi Visser analyzing Bitcoin’s “silent IPO” moment and the macro forces behind current price choppiness.
Bitcoin Mining as Flexible Load on ERCOT’s Grid
The September 09, 2025 episode of TFTC features Brad Cuddy explaining how miners act as large flexible loads that curtail during scarcity events to support ERCOT reliability.
Bitcoin Mining’s Migration to Marginal Energy in an AI Era
The November 25, 2025 episode of The Mining Pod features Steve Barbour examining why Bitcoin mining is not dead but being structurally reshaped by low hash price and intensifying competition for power.