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Oli
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AI infrastructure investor. Power, cooling, memory, networking: the bottlenecks. MA Economics | UK senior treasury analyst | Public track record since 2025
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$IREN: This is incredible execution.
$IREN : The moat is time.View quoted post on X
The time to acquire land. Time to build infrastructure. Time to secure connected capacity.
Whilst compute is scarce, the structural advantage is time to compute.
$IREN : The moat is time.
The time to acquire land. Time to build infrastructure. Time to secure connected capacity.
Whilst compute is scarce, the structural advantage is time to compute.
The time to acquire land. Time to build infrastructure. Time to secure connected capacity.
Whilst compute is scarce, the structural advantage is time to compute.
I know Kent personally. He's a real talent for $IREN and the AI infrastructure industry. I always listen when he talks to understand the inner loop where IREN plays.View quoted post on X
When he says development timelines have stretched from 2 to 3 years to 7 plus in most jurisdictions. The bottleneck isn鈥檛 capital or GPUs it鈥檚 the multi-year process of securing land, power, and permits. Companies that started building that pipeline years ago have a structural advantage that can鈥檛 be compressed or bought later. That鈥檚 the game IREN is in.
