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Leopold Aschenbrenner got fired from OpenAI in 2024.
2 months later he published a 165 page manifesto on AGI and used it to raise a 5.5B fund.
Then in Q4 2025 he sold Nvidia and Broadcom, and piled into Bloom Energy, a fuel cell company most people had never heard of.
His fiancée is chief of staff to Anthropic’s CEO, so he wasn’t just guessing that AI had a power problem. He knew.
Last night Oracle contracted 2.8 gw of Bloom’s fuel cells to power its AI data centres. $BE surged 14% after hours. It’s up 886% in the past year.
Overnight he’s up an estimated $120M on a single position.
That was just one of his positions that moved yesterday.
$CRWV jumped 11% after Anthropic (his fiance’s employer) signed a multi year AI cloud deal with CoreWeave.
The thesis is public and free to read the entire time btw. His fiancé is even thanked by name in the essay.