MTS(@MTSlive):We asked @dratchcap: what is Leopold Aschenbrenner really betting on? “What I see in his stuff is, he’s very focused on the build-out.” “He’s got different flavors of the Bitcoin miners, which are the BTC to data center conversions.” “They all trade on a dollar per megawatt type thing... how much power do you in theory have?” “The push towards AGI is really a push in the near term towards securing enough power to generate tokens.” “He’s going after things that have a faster time to power.”

8hours ago

We asked @dratchcap: what is Leopold Aschenbrenner really betting on? “What I see in his stuff is, he’s very focused on the build-out.” “He’s got different flavors of the Bitcoin miners, which are the BTC to data center conversions.” “They all trade on a dollar per megawatt type thing... how much power do you in theory have?” “The push towards AGI is really a push in the near term towards securing enough power to generate tokens.” “He’s going after things that have a faster time to power.”

MTS@MTSlive

2026.05.16 18:55

Leopold Aschenbrenner has quickly made a name for himself in the hedge fund world with his bold bets on AI. As the world waits for his 13F, we built a way to understand how other hedge funds are positioned in the AI trade. Our latest drop: