IREN

4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2026 by Daniel Roberts · said 14 times in 6 episodes since 2025 · across every show →

Mentions by year

brought up most by Jason Calacanis (10), David Friedberg (4)

mentionsepisodesper episode tap a year for its mentions

2026 7 mentions in 2 episodes 4 per episode

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine Aug 29, 2026 · 4 mentions · from 1:21:40
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse Sep 12, 2026 · 3 mentions · from 1:34:23
every mention in 2026, scene by scene →

2025 7 mentions in 4 episodes 2 per episode

Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire Sep 19, 2025 · 3 mentions · from 1:16:18
Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough Aug 29, 2025 · 2 mentions · from 2:16
All-In x Kill Tony: A Hilarious Holiday Special Dec 24, 2025 · 1 mention · from 2:12
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes Dec 13, 2025 · 1 mention · from 1:37:11
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about IREN, oldest first

Mar 23, 2026 positive

Assertion Partly supported

Roberts: IREN controls 4.5 gigawatts, rivaling Bay Area's annual power usage

“So we've got four and a half gigawatts. For context, that's almost as much power annually as the Bay Area uses in its entirety.”

Daniel Roberts Mar 23, 2026 ▶ 1:22:07 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Mar 23, 2026 positive

Assertion Supported

Roberts: IREN's $9.7B Microsoft deal uses 5% of its capacity

“We signed a 9.7 billion dollar contract with them late last year, but as I was explaining to you before the show, that's five percent of our capacity, so.”

Daniel Roberts Mar 23, 2026 ▶ 1:21:35 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Mar 23, 2026

Assertion Not checkable as stated

Roberts: IREN's West Texas data center achieves 6ms round-trip latency to Dallas

“When you look at latency from our site in the middle of the desert in West Texas down to Dallas, the big carrier hotel. Six millisecond round trip latency.”

Daniel Roberts Mar 23, 2026 ▶ 1:36:32 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

Mar 23, 2026 positive

Assertion Supported

Roberts: IREN has operated on 100% renewable energy since inception

“We have used 100% renewable energy since inception.”

Daniel Roberts Mar 23, 2026 ▶ 1:26:19 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

IREN

Mentions by year

Everything said about IREN, oldest first

Turn any episode into a week of clips.