Leopold's worldview was basically right. Only his execution was bad His basic thesis was : "Compute investment explodes. Energy becomes the bottleneck" It objectively played out very well, whatever happened to his fund. If you don't trust his management skills going forward we have a way to bet directly on the thesis I fed the Leopold AschenBrenner thesis to the @ZEITFinance wolrdview generator and it created this portfolio with +400% upside. > Finds a basket of aligned markets > Rank them based on alignment > Size according to liquidity and risk profile (small moonshots, bigger bonds) > Aggregates all this into an investable portfolio If you look at the actual composition of the portfolio it's pretty close to what I would have built manually, and I researched this subject a lot. I think it has good chances of taking #1# spot in the thesis leaderboard