
Andrew Wilkinson
21.4K posts

Andrew Wilkinson
@awilkinson
Co-founder of Tiny w/ @_Sparling_. We own @Dribbble, @Serato, @Letterboxd, @AeroPress, and 35+ other wonderful companies. Author of Never Enough.









In January, I went on @myfirstmilpod and talked about how I was buying $IREN as an AI hedge. I called it a "Picasso I found at a garage sale." Well, the stock is up around 125% since I recommended it, but believe it or not, in my opinion, it's still cheap. Here's the trade in a nutshell: 1. US capacity for energy + compute is highly constrained 2. Permitting and building facilities takes years 3. AI scaling laws are continuing to deliver (see Grok 4), but even if they don't, tons of compute is required for inference (running ChatGPT, Claude, etc) 3. IREN is a highly reputable publicly traded Bitcoin miner with massive datacenters mid-build in Texas. 4. It pivoted from mining Bitcoin at these new facilities, to instead build them out for AI training and inference. 5. Once completed, these facilities should generate in the range of $2 billion in new cashflow. 6. Even if AI completely fizzles, these facilities are highly valuable as traditional datacenters or can be rolled back to mine Bitcoin. 7. The entire market cap is currently $5.8 billion. Sidenote: If you work at a frontier lab or need inference, you should do a deal with them: ✅ IREN owns the whole stack—land, power, data-center infrastructure, and GPUs—it can spin up capacity faster than anyone else. ✅ They’ve just doubled their fleet with NVIDIA’s newest Blackwell chips and are ready to scale. ✅ Ability to ramp to tens of thousands of GPUs within months ✅ 2 GW Sweetwater, TX campus on deck (first 1.4 GW energized Apr ’26) Talk to @tim_delcourt and tell him I sent you. Check out my more detailed post about IREN from January here: x.com/awilkinson/sta…




Epic guest, epic episode 👇 I sat down with legendary entrepreneur, turned successful investor, @awilkinson . Andrew is the co-founder of Tiny. Prior to founding Tiny, Andrew founded Metalab, a design agency with clients such as Slack, Loom, and Instacart. Today, Tiny generates hundreds of millions in revenue per year and owns companies such as: - @AeroPress - @CreativeMarket - @dribbble We got the chance to go deep on topics like AI, health + longevity, angel investing, and more. I leaned a lot from speaking to him, and if you're in and around entrepreneurship, I'm sure you will too. Hope you enjoy.







