IREN's co-founder and co-CEO, Dan Roberts, breaks down the thesis behind their rise from $3B to a $17B+ company. 8 years ago they bet the world would need massive compute, and that delivering it would be constrained by land, power, and cooling. So they spent years quietly assembling all three. AI is now consuming compute faster than the world can build it. The ones who saw it coming are winning.(Lark Davis)