Inside The Portfolio Of The 24 Year-Old Who Made $4.5B AI Investing

Leopold Aschenbrenner is a 24-year-old investment prodigy who grew a billion-dollar fund to $5.5 billion by focusing on AI and energy infrastructure. Now he's shifting exposure from traditional chip stocks like NVIDIA to firms such as Bloom Energy, addressing the power needs of AI datacenters. Central to his strategy is the prediction of AGI by 2027, outlined in his essay "Situational Awareness." Tune in as we explore Aschenbrenner's innovative insights and investment strategies.------🌌 LIMITLESS HQ ⬇️NEWSLETTER:    https://limitlessft.substack.com/FOLLOW ON X:   https://x.com/LimitlessFTSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED:           https://limitlessft.substack.com/------POLYMARKET | #1 PREDICTION MARKET 🔮https://bankless.cc/polymarket-podcast------TIMESTAMPS0:00 Introduction to Aschenbrenner0:42 Insights from 13F Filings1:43 From Chips to Infrastructure3:45 Exiting NVIDIA Puts5:30 Bloom Energy9:27 Bitcoin Mining12:16 AGI and Market Trends14:21 Bull vs Bear Case19:31 The Future of Leopold's Investments------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠