r/investing Mar 15, 06:11 AM
Came across Leopold Aschenbrenner’s Situational Awareness stuff, thoughts on the power/compute thesis? As the title says, I recently listened to the Limitless podcast episode with Leopold Aschenbrenner following the 13F release (the one where they dive into his fund’s growth from ~$1B to $5.5B+ in a year by betting on AI’s real bottlenecks), and lowkey i agree cause it feels different from the usual hyped-up AI/semicon names (which feel priced in), and its also a pure thesis play on power/compute demand which seems logical.
I’m definitely not well informed when it comes to investing (i j dca into some etfs), but i have strong conviction in AGI within the next 10 years minimum (can u tell i’m a data scientist hehehe), so this infra angle feels asymmetric to me. But i’m not sure if mimicking the portfolio exactly would be wisest way to jump in on this thesis.
In general, what do you think of his overall portfolio/thesis right now? is the infra/power bet actually still under-priced relative to semis, or am i naive to think that?
submitted by /u/MeowNekoSenpaii
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