- рдлрд┐рд▓реНрдо рдФрд░ рдПрдирд┐рдореЗрд╢рди
- рд╕рдВрдЧреАрдд
- рдкрд╛рд▓рддреВ рдкрд╢реБ
- рдЦреЗрд▓
- рдпрд╛рддреНрд░рд╛ рдФрд░ рдХрд╛рд░реНрдпрдХреНрд░рдо
- рдЬреБрдЖ
- рд▓реЛрдЧ рдФрд░ рдмреНрд▓реЙрдЧ
- рдХреЙрдореЗрдбреА
- рдордиреЛрд░рдВрдЬрди
- рд╕рдорд╛рдЪрд╛рд░ рдФрд░ рд░рд╛рдЬрдиреАрддрд┐
- рдордиреЛрд╣рд░ рдврдВрдЧ рд╕реЗ рдХреИрд╕реЗ рдХрд░реЗрдВ
- рдЕрдиреНрдп
Leopold Aschenbrenner says
ЁЯММ LIMITLESS HQ тмЗя╕П
NEWSLETTER: https://limitlessft.substack.com/
FOLLOW ON X: https://x.com/LimitlessFT
SPOTIFY: https://open.spotify.com/show/....5oV29YUL8AzzwXkxEXlR
APPLE: https://podcasts.apple.com/us/....podcast/limitless-po
RSS FEED: https://limitlessft.substack.com/
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We discuss Leopold AschenbrennerтАЩs AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.
We also cover NVIDIAтАЩs 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 LeopoldтАЩs 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/disclosuresтБа
