Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners. ----------------------------------------------- Timestamps: 00:00 Intro 01:06 How Mountaineering Shaped Chase as a Founder 06:44 Why Having Money Can Make Founders Take Bigger Risks 09:54 How Crusoe Went From Bitcoin Mining to AI Infrastructure 13:15 The ChatGPT Moment That Changed Crusoe’s Strategy 17:05 The Real Bottleneck in AI Infrastructure Today 17:54 How Crusoe Built in 1 Year What Others Said Would Take 2.5 Years 21:48 Energy & Labor: The Biggest Constraints on AI Data Centers 25:32 Why Chase Says the Data Center Water Argument Is Wrong 26:43 Do Data Centers Actually Raise Energy Prices? 29:32 Why 5...