A 25-year-old person, 12 months, 225 million turns into 5.5 billion


Leopold Aschenbrenner was fired from OpenAI
Wrote a 165-page thesis
Core argument: AGI arriving in 2027
Then he bet everything on this prediction
Investment portfolio:
Bloom Energy +1422%, power infrastructure
Lumentum +1331%, optical components
Sandisk +3130%, storage
CoreWeave +166%, GPU cloud
Iris Energy +583%, AI computing power
Everyone is rushing to buy AI companies themselves
No one is buying the things needed to run AI
He bought the latter
Having seen many "correct judgments" in investment and financing over the years
What is truly scarce is not judgment
But the courage to put all eggs in when no one agrees
Now he manages 6 billion
Stripe founder and former GitHub CEO are his LPs
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