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

Page: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/updates-from-the-1-ai-investor-leopold-s-nvidia-anthropic-strategy
Text version: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/updates-from-the-1-ai-investor-leopold-s-nvidia-anthropic-strategy.md
Podcast: [Limitless: An AI Podcast](https://stenobird.com/podcast/limitless-an-ai-podcast-7326914)
Published: 2026-06-17T12:53:38+00:00
Episode link: https://share.transistor.fm/s/a2deca0c
Audio file: https://media.transistor.fm/a2deca0c/009ae0d8.mp3
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JSON: https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/updates-from-the-1-ai-investor-leopold-s-nvidia-anthropic-strategy
Duration seconds: 1648

## Resource

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. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Leopold’s AI Portfolio 1:24 NVIDIA Short Explained 3:43 Bond Deal Breakdown 7:35 Why He Rotated 9:19 Anthropic Surprise Stake 12:19 Next Infrastructure Wave 14:28 Picking the Winners 17:55 Optics and Fiber Edge 22:00 Bubble or Not? 23:25 Energy Is the Bet 24:47 Closing Thoughts ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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## Transcript

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