Episode Details

Leopold Aschenbrenner, a former OpenAI researcher, is making waves in the market by significantly increasing his investments, now managing over thirteen billion dollars. His strategy? Betting big on companies that provide the backbone for artificial intelligence, such as bitcoin miners and data center providers. Hes also taking positions against semiconductor giants like Nvidia and AMD, believing the future growth lies in the infrastructure that uses them. Recent filings show his portfolio grew from five point five billion dollars to over thirteen point six billion by March thirty-first, including significant stakes in companies like Core Scientific, Riot Platforms, and CleanSpark, alongside infrastructure players like Bloom Energy and CoreWeave.

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