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I think there's probably always gonna be a place for Bitcoin mining.
I don't think we have a clue about what artificial intelligence can bring to us. If you look out the next thirty years, life's gonna be not incrementally different, but diametrically different.
Hey, everyone. I am Steve Ehrlich, executive editor here and also the principal writer behind our Bits and Pips newsletter. And really excited to talk with all of you today about, the intersection of Bitcoin mining and artificial intelligence, high performance computing.
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I have two fantastic guests. Anyone that has been following the space for for any period of time will be familiar with their names. John Todaro, Managing Director at Needham and Co. So, John, welcome.
Thank you. Thanks for having me.
And then we also have Kevin Dede. He is the senior research analyst at H. C. Wainwright. And and Kevin, actually, I think you are the first person first equities analyst to ever cover Bitcoin miners. I I think I remember you reached out to me once when I credited someone else with that distinction, and and you very politely reminded me that you had been doing it, I think, for at least a year
or two.
I was yeah. I was pretty much ahead of everybody by years. Yeah. But that doesn't mean I'm the best. I, you know, I I would defer to John on that. I experience doesn't mean necessarily mean you're the the paramount of research, but thank you again. Great to see you, Steven. Great to participate.
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