我喜欢同时拥有“基础设施”和“资产”。如果当年你要持有比特币,那为什么不同时持有挖比特币的公司呢? 但事实上,Bitzero 自从我最初投资以来,已经发生了巨大的变化。 它现在是一家“电力公司”。 它对谁使用它的电力完全中立。 你可以用它的电力挖比特币、挖以太坊、建设数据中心,或者部署 AI 算力,都可以。这并不重要。 它们本质上是一家 “电力 + 机电地产公司(power real estate company)”,而在 AI 时代,你甚至不需要再去猜哪家公司会赢、哪家公司会输。 因为没有电,哪儿都去不了。所有道路都会通向 Bitzero。 I like to own the infrastructure as well as the assets. If you're gonna own Bitcoin, back then, why wouldn't you own the entity that mines Bitcoin? But really, Bitzero, has changed so much since my original investment. It's a power company. It's agnostic to who uses its power. You can mine Bitcoin, you can mine Ethereum, or you can build a data center, or build an AI compute. It doesn't matter. They're a power real estate company, and you don't have to guess the winners and losers in AI anymore. You're not going anywhere without power. All roads lead to Bitzero.

Kevin O'Leary aka Mr. WonderfulChairman of O’Leary Ventures and Beanstox

观点原文

我喜欢同时拥有“基础设施”和“资产”。如果当年你要持有比特币,那为什么不同时持有挖比特币的公司呢?

但事实上,Bitzero 自从我最初投资以来,已经发生了巨大的变化。

它现在是一家“电力公司”。

它对谁使用它的电力完全中立。

你可以用它的电力挖比特币、挖以太坊、建设数据中心,或者部署 AI 算力,都可以。这并不重要。

它们本质上是一家 “电力 + 机电地产公司(power real estate company)”,而在 AI 时代,你甚至不需要再去猜哪家公司会赢、哪家公司会输。

因为没有电,哪儿都去不了。所有道路都会通向 Bitzero。

I like to own the infrastructure as well as the assets. If you're gonna own Bitcoin, back then, why wouldn't you own the entity that mines Bitcoin? But really, Bitzero, has changed so much since my original investment. It's a power company. It's agnostic to who uses its power. You can mine Bitcoin, you can mine Ethereum, or you can build a data center, or build an AI compute. It doesn't matter. They're a power real estate company, and you don't have to guess the winners and losers in AI anymore. You're not going anywhere without power. All roads lead to Bitzero.

AIInvestment

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