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Today, Leopold Aschenbrenner's Situational Awareness 13F was published.
The 24-year-old OpenAI researcher turned a viral AGI declaration into a billion-dollar hedge fund.
His top position: Bloom Energy $BE, which has increased +200% since the beginning of the year and 1,400% over the past year.
His argument is very simple:
> AGI is bottlenecked by electrons, not chips.
> Hyperscalers can't wait years to connect to the grid, so they are racing to plug data centers into on-site fuel cells.
> Bloom sells those fuel cells.
He saw this a few months before the rest of Wall Street caught on.