Leopold Aschenbrenner says

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We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.

We also cover NVIDIA’s bond offering and the idea that the AI infrastructure trade is shifting toward power, networking, and data-center buildout rather than just chips.

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TIMESTAMPS

0:00 Leopold’s AI Portfolio
1:24 NVIDIA Short Explained
3:43 Bond Deal Breakdown
7:35 Why He Rotated
9:19 Anthropic Surprise Stake
12:19 Next Infrastructure Wave
14:28 Picking the Winners
17:55 Optics and Fiber Edge
22:00 Bubble or Not?
23:25 Energy Is the Bet
24:47 Closing Thoughts

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠