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

In the Loop AI · Jun 17, 2026 · 27m · transcript

We discuss Leopold Aschenbrenner’s AI-focused portfolio, including his reported short on NVIDIA and large private investment in Anthropic.

We also cover NVIDIA’s 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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