Updates From the #1 AI Investor: Leopold's NVIDIA & Anthropic Strategy

Josh: Leopold Aschenbrenner, that 24-year-old guy who invests in AI, Josh: he's very clearly the best AI investor in the world. Josh: There is word on the street that his notional position in this fund is now over $20 billion.

It goes beyond the title with direct discussion of ejaaz, josh, like, including: Josh: There is word on the street that his notional position in this fund is now over $20 billion.

1. 01He had over $9 billion worth of shorts on the Josh: largest and hottest AI company in the world
2. 02Ejaaz: So Leopold Ashenbrenner, for context, ex-open AI researcher, Ejaaz: raised a fund about one and a half to two years ago
3. 03He was still bullish on things like memory and power, Ejaaz: those kinds of bottleneck constraints