THE MINING POD: Kevin O’Leary: 50% of AI Builds Will Fail
Celebrity investor Kevin O’Leary joins the Mining Pod to discuss his bull thesis on AI, bitcoin, and Bitzero.
ABOUT
Subscribe to the Blockspace newsletter for market-making news as it hits the wire!
Welcome back to The Mining Pod! Today, Kevin O'Leary, investor and Shark Tank star, joins us to talk about the intersection of Bitcoin mining and AI infrastructure. Kevin breaks down why he invested in Bitzero and why the North American grid is all but tapped out. He also covers geopolitical AI chip strategies, the Genius Act and stablecoins, and why institutional capital will ignore altcoins while boosting BTC and ETH.
**Notes:**
* Sub $0.06/kWh power is key
* 50% of NA data centers will fail
* Global data center demand is 250GW
* 1GW compute needs 1.4GW buildout
* 1.4GW buildout costs up to $7B
* Bit Zero has 1.5 EH/s in Norway
👉CleanSpark, America's Bitcoin Miner!
CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.
👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation
FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.
👉 Luxor, Leaders In Bitcoin Mining and Compute Power!
Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.
Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!
EPISODES
The Blockspace Pod: Big Oil Wants Dollars, Not Bitcoin w/ Chris Alfano
Chris Alfano, CEO of 360 Energy, joins the podcast to discuss how Bitcoin mining is solving oil and gas problems. Lea...
6 hours ago
The Blockspace Pod: Bitdeer's Clarington Lawsuit, $IREN's MSCI Index Listing, and Bitcoin's Quantum Step
Colin and Charlie break down the latest Bitcoin news, from the massive $16k price drawdown and capitulation theories ...
Feb 14, 2026
The Blockspace Pod: What Bitcoin Miners Need to do to Survive w/ Tom Masiero
Feb 13, 2026
The $300M move: Richard Teng on tokenizing Wall Street
Feb 12, 2026

The Mining Pod
Feb 10, 2025

CoinDesk Podcast Network
The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.
Dec 20, 2023

Markets Outlook
Tune in as CoinDesk runs down action in the crypto market and some of the most important recent industry development.
Dec 19, 2023

Unchained
Unchained, your no hype resource for all things crypto by former Forbes senior editor Laura Shin, author of The Cryptopians.
Dec 18, 2023
