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Number one for me is data center development globally but primarily in the US, where the demand is forty-five gigawatts, of which only five are under construction and permitted. I've been a real estate investor my whole life. It's about a third of my portfolio. Generally speaking, commercial, we've...

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Kevin O'Leary aka Mr. Wonderful

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35,635 просмотров • 5 месяцев назад •via X (Twitter)

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As you look through the US right now, it's really hard to find a sustainable source of power that's sub six cents a kilowatt hour, and you're talking about Bitzero that's below four cents. It's become extremely attractive, and since then it's gone public, which is great, and it's become very attractive beyond Bitcoin mining. Bitcoin mining is one of the things that it does, and it's great for free cash flow, but its real asset value is the fact it has permits, land, water, fiber, and sub six cents a kilowatt hour power. Show me anything like that, and I'll invest in it. I run around all over North America and in Europe trying to find sub six cents a kilowatt sustainable long-term power contracts.
1:02

As you look through the US right now, it's really hard to find a sustainable source of power that's sub six cents a kilowatt hour, and you're talking about Bitzero that's below four cents. It's become extremely attractive, and since then it's gone public, which is great, and it's become very attractive beyond Bitcoin mining. Bitcoin mining is one of the things that it does, and it's great for free cash flow, but its real asset value is the fact it has permits, land, water, fiber, and sub six cents a kilowatt hour power. Show me anything like that, and I'll invest in it. I run around all over North America and in Europe trying to find sub six cents a kilowatt sustainable long-term power contracts.

Kevin O'Leary aka Mr. Wonderful

28,445 просмотров • 5 месяцев назад

The idea is to accelerate path to permit on power to compete with the Chinese. Chinese have built 514 gigawatts of power in the last 12 months. 110 of it was solar, so that's useless for AI, but nearly 400 gigs on coal-burning and gas power plants using turbines, and most of it coal. Investors like me immediately said, "Wait a second. Instead of waiting seven years, I can get a permit in seven months? That's what I heard." We don't have that policy yet, but that's where we're going. We went long right away into some real estate deals in states where there is sub six cents a kilowatt hour power available, either stranded or on pipeline, with the assumption that we could close the land purchase around a permit that would be issued within seven months. I actually went really long. I think it's 26,000 acres in total. It's a syndicate obviously, I'm not the only guy, but that's a lot of land.
1:43

The idea is to accelerate path to permit on power to compete with the Chinese. Chinese have built 514 gigawatts of power in the last 12 months. 110 of it was solar, so that's useless for AI, but nearly 400 gigs on coal-burning and gas power plants using turbines, and most of it coal. Investors like me immediately said, "Wait a second. Instead of waiting seven years, I can get a permit in seven months? That's what I heard." We don't have that policy yet, but that's where we're going. We went long right away into some real estate deals in states where there is sub six cents a kilowatt hour power available, either stranded or on pipeline, with the assumption that we could close the land purchase around a permit that would be issued within seven months. I actually went really long. I think it's 26,000 acres in total. It's a syndicate obviously, I'm not the only guy, but that's a lot of land.

Kevin O'Leary aka Mr. Wonderful

27,982 просмотров • 5 месяцев назад

Bitzero is a power, permit, and land company. What they've done is search the globe looking for the lowest cost of power, sustainable electric power, some nuclear power, sub six cents a kilowatt hour. You can mine bitcoin on their land or you can do Ethereum, or you can build a data center. Everybody in AI has to have power, land, permits, and water. BitZero has them. It's an infrastructure play and I find a lot less risky than figuring out who's going to win in AI. Everybody needs what BitZero has, power.
1:11

Bitzero is a power, permit, and land company. What they've done is search the globe looking for the lowest cost of power, sustainable electric power, some nuclear power, sub six cents a kilowatt hour. You can mine bitcoin on their land or you can do Ethereum, or you can build a data center. Everybody in AI has to have power, land, permits, and water. BitZero has them. It's an infrastructure play and I find a lot less risky than figuring out who's going to win in AI. Everybody needs what BitZero has, power.

Kevin O'Leary aka Mr. Wonderful

18,648 просмотров • 7 месяцев назад

Many people consider Bitzero a data center company, but I buy it as a power play. What that company has done for the last five years is to go get power contracts that are mid-term and long-term at attractive prices. Before they do anything else, they get the power contract from the government. Bitzero is a power play and it's one of my larger holdings in infrastructure.
2:46

Many people consider Bitzero a data center company, but I buy it as a power play. What that company has done for the last five years is to go get power contracts that are mid-term and long-term at attractive prices. Before they do anything else, they get the power contract from the government. Bitzero is a power play and it's one of my larger holdings in infrastructure.

Kevin O'Leary aka Mr. Wonderful

13,714 просмотров • 9 месяцев назад

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.
2:52

I ask myself, “What do I buy that is really the picks and shovels? And what do I buy that is actually a direct ownership of the tech equivalent to, let's say a stable coin or Bitcoin itself?" My conclusion has been if I wanna play the long-term, the next five years or even 10 years in AI, I need to own data centers. I need to own real estate where data centers are built. I need to own power contracts that power the data centers. I've seen this movie so many times before, once you convinced as an investor that this is gonna be here for a while.

Kevin O'Leary aka Mr. Wonderful

45,121 просмотров • 11 месяцев назад

Gov. Ron DeSantis says California may be number one but only in all the wrong categories: “We have talked about Florida being number one in so many categories, and he says California is number one. But to be bipartisan, I do have to acknowledge that under Gavin Newsom’s leadership, California is number one in a lot of things. Number one in homelessness, number one in public defecation, number one in tent cities, number one for highest income tax, number one for highest sales tax, number one for highest gas tax, and they have the highest electricity rates in the continental United States. So they are number one in a lot of things—just not the things you would want to be number one in.”
0:41

Gov. Ron DeSantis says California may be number one but only in all the wrong categories: “We have talked about Florida being number one in so many categories, and he says California is number one. But to be bipartisan, I do have to acknowledge that under Gavin Newsom’s leadership, California is number one in a lot of things. Number one in homelessness, number one in public defecation, number one in tent cities, number one for highest income tax, number one for highest sales tax, number one for highest gas tax, and they have the highest electricity rates in the continental United States. So they are number one in a lot of things—just not the things you would want to be number one in.”

Sean Hannity 🇺🇸

1,230,301 просмотров • 10 месяцев назад

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.
0:23

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

Rihard Jarc

94,130 просмотров • 1 год назад

When I met the management, they had a different strategy. They basically said whether it's crypto, whether it's bitcoin mining, whether it's an AI data center, it all starts with one common denominator: power. So their strategy was to go and find power contracts that are very attractive in countries where there's an abundance of power, such as Norway and Finland. Where they're paying very small amounts, and then they build to order. I really like this investment in terms of the infrastructure of my whole crypto portfolio. To me, Bitzero is a power company with very attractive contracts.
0:54

When I met the management, they had a different strategy. They basically said whether it's crypto, whether it's bitcoin mining, whether it's an AI data center, it all starts with one common denominator: power. So their strategy was to go and find power contracts that are very attractive in countries where there's an abundance of power, such as Norway and Finland. Where they're paying very small amounts, and then they build to order. I really like this investment in terms of the infrastructure of my whole crypto portfolio. To me, Bitzero is a power company with very attractive contracts.

Kevin O'Leary aka Mr. Wonderful

18,093 просмотров • 9 месяцев назад

Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire's latest annual meeting: "In respect to real estate, it's so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple parties in the ownership. Usually when real estate gets in trouble, you find out you're dealing with more than equity holder. But there have been times when large amounts of real estate... I've changed hands at bargain prices, but usually stocks were cheaper, but there were a lot easier to do. Charlie did more real estate. Charlie enjoyed real estate transactions, and he actually did a fair number of them in the last five years of his life. But he was playing a game that was an interesting game to him. But I think if you'd asked him to make a choice when he was 21, he'd either be in stocks exclusively the rest of his life or real estate the rest of his life. He would have chosen stocks in a second. There's just so much more opportunity, at least in the United States. There's so much more opportunity that presents itself in the security market than it does in real estate and in real estate. You're usually dealing with a single owner or a family that owns maybe a large property they've had a long time. Maybe they've borrowed too much money against them. Maybe the population trends are against them. But to them, it's an enormous... When you walk down to the New York Stock Exchange, you can do billions of dollars worth of business totally anonymous, and you can do it in five minutes. And the trades are complete when they're complete. In real estate, when you make a deal, a big deal with a distressed lender, when you sign the deal, then you go into another phase. Then people start negotiating more things and more things. It's a whole different game. And a different type of person, to some extent, enjoys the game. We did a few real estate deals that came our way in 2008 and 2009, but the amount of time that they would take us compared to doing something intelligent and probably better in securities, there was just no comparison. I mean, in a real estate deal, every sentence is important. In stocks, if somebody needs to sell 20,000 shares of Berkshire or something and they call us and the price is right, it's done in five seconds. And it closes all the time."
2:36

Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire's latest annual meeting: "In respect to real estate, it's so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple parties in the ownership. Usually when real estate gets in trouble, you find out you're dealing with more than equity holder. But there have been times when large amounts of real estate... I've changed hands at bargain prices, but usually stocks were cheaper, but there were a lot easier to do. Charlie did more real estate. Charlie enjoyed real estate transactions, and he actually did a fair number of them in the last five years of his life. But he was playing a game that was an interesting game to him. But I think if you'd asked him to make a choice when he was 21, he'd either be in stocks exclusively the rest of his life or real estate the rest of his life. He would have chosen stocks in a second. There's just so much more opportunity, at least in the United States. There's so much more opportunity that presents itself in the security market than it does in real estate and in real estate. You're usually dealing with a single owner or a family that owns maybe a large property they've had a long time. Maybe they've borrowed too much money against them. Maybe the population trends are against them. But to them, it's an enormous... When you walk down to the New York Stock Exchange, you can do billions of dollars worth of business totally anonymous, and you can do it in five minutes. And the trades are complete when they're complete. In real estate, when you make a deal, a big deal with a distressed lender, when you sign the deal, then you go into another phase. Then people start negotiating more things and more things. It's a whole different game. And a different type of person, to some extent, enjoys the game. We did a few real estate deals that came our way in 2008 and 2009, but the amount of time that they would take us compared to doing something intelligent and probably better in securities, there was just no comparison. I mean, in a real estate deal, every sentence is important. In stocks, if somebody needs to sell 20,000 shares of Berkshire or something and they call us and the price is right, it's done in five seconds. And it closes all the time."

Triple Net Investor

1,042,548 просмотров • 1 год назад

The number one AI derivative is power and as an investor I'm focusing on is figuring it out. It takes 100x the power required for the old generation of computers. So we need a gigawatt of power and you can't get that anywhere on the US grid anymore. Danielle Smith up in Alberta has all the power in North America. We're gonna have to work out a deal with her. She's got the lowest cost of energy anywhere in the world right now. Watch how popular she's going to be in Washington over the next few months.
1:15

The number one AI derivative is power and as an investor I'm focusing on is figuring it out. It takes 100x the power required for the old generation of computers. So we need a gigawatt of power and you can't get that anywhere on the US grid anymore. Danielle Smith up in Alberta has all the power in North America. We're gonna have to work out a deal with her. She's got the lowest cost of energy anywhere in the world right now. Watch how popular she's going to be in Washington over the next few months.

Kevin O'Leary aka Mr. Wonderful

81,344 просмотров • 1 год назад

The Truth About Cities Transitioning To Electric Vehicles. The Cities Are Saying “Is This Some Kind Of Joke” When The Power Estimates Come In “One Fleet Is More Power Draw Than The Entire City Requires” “Just so we're clear on the scale of the issue, each electric vehicle battery for a heavy duty truck weighs 8,000 pounds, and you need at least two of them. So we're talking the weight of four or five cars. And my friends and peers in the industry nationwide who have tried to make efforts to put in and say, hey, I'm gonna convert a dozen forklifts to electric, or I wanna tee up a facility for 30 electric trucks. There's no power, the utilities come back, the cities come back and say, is this some kind of joke? One friend tried to put in Illinois a facility, tee it up for 30 trucks electrification. The city came back and said, this is some kind of joke. You're asking for more draw than the entire city requires. Just to give you an idea, 30, 50 trucks, that's like a five, six megawatt application. The factory that makes the trucks is a two megawatt factory.”
0:51

The Truth About Cities Transitioning To Electric Vehicles. The Cities Are Saying “Is This Some Kind Of Joke” When The Power Estimates Come In “One Fleet Is More Power Draw Than The Entire City Requires” “Just so we're clear on the scale of the issue, each electric vehicle battery for a heavy duty truck weighs 8,000 pounds, and you need at least two of them. So we're talking the weight of four or five cars. And my friends and peers in the industry nationwide who have tried to make efforts to put in and say, hey, I'm gonna convert a dozen forklifts to electric, or I wanna tee up a facility for 30 electric trucks. There's no power, the utilities come back, the cities come back and say, is this some kind of joke? One friend tried to put in Illinois a facility, tee it up for 30 trucks electrification. The city came back and said, this is some kind of joke. You're asking for more draw than the entire city requires. Just to give you an idea, 30, 50 trucks, that's like a five, six megawatt application. The factory that makes the trucks is a two megawatt factory.”

Wall Street Apes

1,775,236 просмотров • 2 лет назад

Anne Hathaway admits she took on five massive blockbuster movies in a single year just to prove a point about male laziness "I mean they [men] are at a disadvantage. It's just a literal truth." Host: "Anne Hathaway having 5 movies premiering this year and then announcing that she is pregnant is the level of productivity that men can't achieve." The career: "I've been doing this for a very, very, very long time. And I hope to do it for, you know, a long time to come." Anne: "you just never know, there's, there's peaks, there's valleys, there's everything in between. And so it's just crazy to have a time like this where you pull these cards." "the thing that's so exciting is they're films that audiences want to see. Which is just one of my favorite things in the world is going to the movies." "And then yeah to have this personal thing going on at the same time, it's amazing."
1:05

Anne Hathaway admits she took on five massive blockbuster movies in a single year just to prove a point about male laziness "I mean they [men] are at a disadvantage. It's just a literal truth." Host: "Anne Hathaway having 5 movies premiering this year and then announcing that she is pregnant is the level of productivity that men can't achieve." The career: "I've been doing this for a very, very, very long time. And I hope to do it for, you know, a long time to come." Anne: "you just never know, there's, there's peaks, there's valleys, there's everything in between. And so it's just crazy to have a time like this where you pull these cards." "the thing that's so exciting is they're films that audiences want to see. Which is just one of my favorite things in the world is going to the movies." "And then yeah to have this personal thing going on at the same time, it's amazing."

Rixlerr

2,718,489 просмотров • 1 день назад

We spoke with Jeremie Eliahou Ontiveros (Analyst @SemiAnalysis) about the US data center race: "Since mid-2023, there's a frantic search for power happening in the US and worldwide." "There's ~500 gigawatts of data center load requests in the US which is a figure close to the nation's actual peak load." "Only 20% of these projects may be real by 2030." "Tax breaks, expedited permits, and on-site power solutions are key in this competition."
1:42

We spoke with Jeremie Eliahou Ontiveros (Analyst @SemiAnalysis) about the US data center race: "Since mid-2023, there's a frantic search for power happening in the US and worldwide." "There's ~500 gigawatts of data center load requests in the US which is a figure close to the nation's actual peak load." "Only 20% of these projects may be real by 2030." "Tax breaks, expedited permits, and on-site power solutions are key in this competition."

TBPN

59,357 просмотров • 1 год назад

Kevin Hart says life is a game of Monopoly and invests 25% of his earnings in real estate “The game of Monopoly is a real game. The goal is to buy up as much property as you can and get people to pay you for that property when they land on it” “Rent. That’s the fucking game” “Let’s say I make a nice amount of money to do a movie. Split that number in half. Half of that goes to the government, the IRS" “Create a fucking account. Call it the tax account. I never worry about giving the government their money because that money’s over there” “So now, off of my half, what do I want to do? I’m gonna take another half. This half is for my next real estate investment” “I’m only living off a quarter of my financial gain. You only get in debt when you don’t understand the breakdown of your finances”
1:48

Kevin Hart says life is a game of Monopoly and invests 25% of his earnings in real estate “The game of Monopoly is a real game. The goal is to buy up as much property as you can and get people to pay you for that property when they land on it” “Rent. That’s the fucking game” “Let’s say I make a nice amount of money to do a movie. Split that number in half. Half of that goes to the government, the IRS" “Create a fucking account. Call it the tax account. I never worry about giving the government their money because that money’s over there” “So now, off of my half, what do I want to do? I’m gonna take another half. This half is for my next real estate investment” “I’m only living off a quarter of my financial gain. You only get in debt when you don’t understand the breakdown of your finances”

dank

444,562 просмотров • 1 месяц назад

.Marc Andreessen 🇺🇸 on why God models don't eat all AI usage: "There's one version of the world in which you have a small number of what we sometimes call God models... millions of processors, with billions or hundreds of billions or trillions of dollars of CapEx and training, investment behind it." "That's the equivalent of the world of search that we've been in for the last basically 20 years." "There's another scenario, what they sometimes call a race to the bottom, which is no, actually what happens is intelligence commoditizes." "The analogy there would be maybe what's happened in the microchip market... A really good one costs a few thousand dollars, there's companies like Arm that sell them for pennies. And you can put a microchip in anything, and it's super cheap, and everybody does it." "My guess basically is what we're about to see is something a lot like the microchip or the internet." "You'll be able to basically summon intelligence at some level into any application you need for basically very cheap or ultimately basically the same as free. And then you'll have the God models in the background when you need the super genius, but for most things, you don't actually need a super genius."
1:33

.Marc Andreessen 🇺🇸 on why God models don't eat all AI usage: "There's one version of the world in which you have a small number of what we sometimes call God models... millions of processors, with billions or hundreds of billions or trillions of dollars of CapEx and training, investment behind it." "That's the equivalent of the world of search that we've been in for the last basically 20 years." "There's another scenario, what they sometimes call a race to the bottom, which is no, actually what happens is intelligence commoditizes." "The analogy there would be maybe what's happened in the microchip market... A really good one costs a few thousand dollars, there's companies like Arm that sell them for pennies. And you can put a microchip in anything, and it's super cheap, and everybody does it." "My guess basically is what we're about to see is something a lot like the microchip or the internet." "You'll be able to basically summon intelligence at some level into any application you need for basically very cheap or ultimately basically the same as free. And then you'll have the God models in the background when you need the super genius, but for most things, you don't actually need a super genius."

a16z

104,170 просмотров • 1 месяц назад

The difference a lot of people don't realize is that when you're a celebrity, 50% of the population doesn't like you. That's just how it is. They don't like you. But when you're a politician, 50% of the constituency hates you and two and a half percent of them want to kill you. That's the difference. There's always that two and a half percent lunatic fringe no matter where you are. It's pretty scary and it's tough on your family and that's why I have so much respect for politicians.
2:17

The difference a lot of people don't realize is that when you're a celebrity, 50% of the population doesn't like you. That's just how it is. They don't like you. But when you're a politician, 50% of the constituency hates you and two and a half percent of them want to kill you. That's the difference. There's always that two and a half percent lunatic fringe no matter where you are. It's pretty scary and it's tough on your family and that's why I have so much respect for politicians.

Kevin O'Leary aka Mr. Wonderful

24,897 просмотров • 6 месяцев назад

Rick Rubin tells Andrew Huberman how he deals with creative or writer’s block. He treats his work like a diary entry (and doesn’t worry about internal or external judgment): ➡️ “What's the cause of the block? The block is usually something that's either personal ("I'm not good enough") or it can be a confidence issue ("I don't have anything to say") or it could be...thinking about someone else ("nobody's going to like what I make"). Do you know what I'm saying? So, it's either fear of self-judgment or external judgment. If you're making something with a freedom of "this is something I'm making for myself for now", that is all [you have to do]. It is a diary entry. Everything I make is a diary entry. The beauty of a diary entry is that I can write my diary entry and you can't tell me that my diary entry wasn't good enough. Or that [the diary entry] is not what I experienced. Of course it's what I experienced: I'm writing a personal diary for myself and no one else can judge if it is my experience of my life. Everything we make can be that: a personal reflection of who we are in that moment of time. It doesn't have to be the greatest you could ever do. It doesn't have to have any expectation that it's going to change the world. It doesn't have to sell a certain number of copies for any reason. It doesn't have any of those things at all. It is "I'm making this thing for me and I want to do it to the best of my ability and to where I feel good about it". [The work] is honest of where I'm at and if you're living in this world of just being honest to where you're at, there's nothing blocking you. There are no blocks. The blocks are all based on dealing with a different force or a different perception that is made up.” ⬅️
2:34

Rick Rubin tells Andrew Huberman how he deals with creative or writer’s block. He treats his work like a diary entry (and doesn’t worry about internal or external judgment): ➡️ “What's the cause of the block? The block is usually something that's either personal ("I'm not good enough") or it can be a confidence issue ("I don't have anything to say") or it could be...thinking about someone else ("nobody's going to like what I make"). Do you know what I'm saying? So, it's either fear of self-judgment or external judgment. If you're making something with a freedom of "this is something I'm making for myself for now", that is all [you have to do]. It is a diary entry. Everything I make is a diary entry. The beauty of a diary entry is that I can write my diary entry and you can't tell me that my diary entry wasn't good enough. Or that [the diary entry] is not what I experienced. Of course it's what I experienced: I'm writing a personal diary for myself and no one else can judge if it is my experience of my life. Everything we make can be that: a personal reflection of who we are in that moment of time. It doesn't have to be the greatest you could ever do. It doesn't have to have any expectation that it's going to change the world. It doesn't have to sell a certain number of copies for any reason. It doesn't have any of those things at all. It is "I'm making this thing for me and I want to do it to the best of my ability and to where I feel good about it". [The work] is honest of where I'm at and if you're living in this world of just being honest to where you're at, there's nothing blocking you. There are no blocks. The blocks are all based on dealing with a different force or a different perception that is made up.” ⬅️

Trung Phan

1,619,350 просмотров • 2 лет назад

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.
2:33

I think the fact is there are only going to be four or five of these companies that are able to raise the billions required to build the infrastructure to support these models. It's a global competition, and particularly against the Chinese right now because they're trying to beat us on AI, because the country with the best AI is gonna win all the wars. That's what's gonna happen. I think at the end of the day you want diversification in your portfolio, not just one stack. For me, I'm playing the picks and shovels. I'm building energy because you need energy for this stuff, and I'm building data centers. Now, there are different things, but right now we need more electrical power in this country beyond just data centers. We just need power because we got a booming economy.

Kevin O'Leary aka Mr. Wonderful

12,942 просмотров • 1 месяц назад