Why Bitcoin Could Be the Biggest Winner of the AI Boom | Bitcoin Simply
Simply Bitcoin
September 15, 2026
America is going all in on AI, but the biggest investment opportunity may be the one thing AI cannot create more of. As intelligence, software, and labor become cheaper, Bitcoin’s absolute scarcity becomes increasingly valuable.
Speakers Dante Cook, Dario Amodei
TopicsNews CommentaryNews
Dante Cook (0:00)
Donald Trump has said repeatedly, whoever wins AI, wins it all. It's bigger than the Internet, bigger than the Industrial Revolution.
SPEAKER_2 (0:07)
And you know, there's an expression, whoever wins AI, wins.
SPEAKER_3 (0:11)
That's how big it is.
SPEAKER_2 (0:12)
It's bigger than the Internet. It's bigger probably than the Industrial Revolution.
It's the biggest thing.
SPEAKER_3 (0:18)
It could be, knowing about a year, it could be the biggest thing of all.
Dante Cook (0:22)
And here's the hardest part, our biggest adversary, China, isn't gonna slow down. But is anyone considering the dangers? The machines and intelligence of AI are beginning to build better machines and intelligence for AI itself. And some of the people that are building these advanced AI systems are beginning to give us warnings. Dario Amadei, the co-founder of Anthropic, says that yeah, sure, AI can help us cure diseases. It can create enormous economic abundance. But also warns about the loss of control, cyber attacks, biological weapons. So here's the question nobody in finance is asking. If AI is bigger than the Internet and making intelligence cheaper and labor cheaper and software cheaper and everything more abundant, then would you actually want to own AI itself or the thing that AI can't make more of? AI can write code, AI can reason, but AI can't create more than 21 million Bitcoin. And that makes Bitcoin the best AI trade there is. Today I'm going to show you why. I'm Dante Cook with Bitcoin Simply.
Let's go.
Let's start with the part that Washington and Donald Trump has made very clear over the past several months. We're going to win AI and AI at any cost. We're leading China in AI.
SPEAKER_5 (1:31)
And frankly, I want to keep it that way because whoever wins AI wins.
SPEAKER_3 (1:33)
And we can put guardrails, we can do this and that, but I think you have a lot of negative forces and bringing it up that way.
SPEAKER_2 (1:36)
I think you have a lot of negative forces and bringing it up that way.
Dario Amodei (1:37)
And I think you have a lot of negative forces and bringing it up that way.
SPEAKER_2 (1:42)
And they're bringing up things that won't happen. And I think you have a lot of negative forces and bringing it up that shouldn't be bringing it up.
Dante Cook (1:49)
And they're bringing up things that won't happen.
There aren't really a lot of questions being asked about the implications of creating this super AI intelligence. It's just about whether or not we're beating China or not. And it's a tough situation. AI could literally determine military superiority, economic superiority, advancements in medicine, manufacturing that could single-handedly put you in front of every other nation and every other country, if utilized properly. And so it's hard to ask the opposite question. Should we slow down or should we be doing this at all? And then the main question is, if China isn't slowing down, can we even afford to do that? And here's where we have a problem. This is the biggest dilemma that Dario Amade, the co-founder of Anthropic, sees with AI, the geopolitical concern. Listen to what Donald Trump has to say about the problem with China, not having any guardrails.
SPEAKER_6 (2:39)
But the guardrails in place, which I know you've talked about, but what can you tell the American people who do see headlines, what guardrails can be in place so we ensure that we can win the AI race against China, but still reassure the American people who are freaking out about data centers, it's a big political issue, reassure them that we are on the right course and not endangering humanity.
SPEAKER_7 (3:00)
So let's talk about Anthropic.
SPEAKER_5 (3:02)
They did something that was very bad three months ago, and we shut them down.
SPEAKER_3 (3:10)
We shut them down fast.
SPEAKER_2 (3:11)
We have guardrails.
SPEAKER_6 (3:13)
The biggest guardrails are having people that are just as smart because nobody understands it except you have to be extremely high IQ.
SPEAKER_2 (3:21)
Not Joe Biden. You have to be extremely high IQ, and you're going to have to see what's happening. But the bottom line is we're making strides in medicine right now. We're making strides in every business right now that would take, in many cases, 100 years to get to.
SPEAKER_3 (3:36)
The kind of things that are coming out are incredible.
SPEAKER_2 (3:38)
Now we want guardrails, but we have to say it's a very fine line.
Dante Cook (3:43)
You know, China doesn't have guardrails, by the way. You know, the guardrails, President Xi hits the guardrail.
SPEAKER_2 (3:48)
They don't have any guardrails on anything.
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