The Hidden AI Trade: Land, Power, & Compute | With Mike Alfred

Description

Ash Bennington sits down with Mike Alfred to unpack one of the most overlooked ideas in markets right now: AI may be less about software than about scarce land, power, and physical infrastructure. In the secodn half, Alfred explains why the real bottleneck in AI is compute deployment, how bitcoin miners evolved into infrastructure developers, why he still likes Bitcoin long term, and where stablecoins and digital asset payment rails may fit into the next phase of the cycle. Check out the full interview on Real Vision! 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 0:00 - Why This Market Environment Is So Unusual 0:54 - Why AI Has Been the Only Trade That Really Worked 3:25 - From Bitcoin Miners to AI Infrastructure 8:28 - The Real AI Stack: Land, Power, and Compute 12:29 - Why Traditional Valuation Metrics Miss the Point About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 📈 Get your Real Vision swag: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #mikealfred #ashbennington #ai #bitcoin #datacenters #infrastructure #power #stablecoins #crypto #investing #macro #realvision #land #compute #markets