Episode
Applied Digital Valuation Analysis, KEEL Convert & HUT News!
- Podcast
- Power Analysis
- Published
- Jun 10, 2026
- Duration seconds
- 2639
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/applied-digital-valuation-analysis-keel-convert-hut-news/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/power-analysis-6883670/applied-digital-valuation-analysis-keel-convert-hut-news.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
We break down how AI infrastructure is pulling attention and capital, from token-priced AI subscriptions to hyperscaler demand for long-term compute capacity. We compare how different players finance data center builds and then walk through a detailed valuation model for Applied Digital’s contracted megawatts. • Bitcoin’s price action tied to macro risk and tech sentiment shifts • AI subscriptions moving toward token billing and utility-style pricing • SpaceX compute targets...