Micron

Leopold 10x'd in 2 years by buying OpenAI's overlooked bottlenecks

Ex-OpenAI researcher Leopold Aschenbrenner raised ~$500M and grew it toward ~$5B (10x in 2 years) by identifying the non-obvious bottlenecks of AI — not GPUs but things like SSDs (Micron) — and buying the overlooked supply-chain plays.

“He looked at what companies, what was the bottlenecks of OpenAI and he was like, okay, well SSDs, like a lot of people thinking GPUs, here's like SSDs, like Micron. And so he just started buying all of like the other bottlenecks that no one was focusing on. And now they're just like skyrocketing.”

Steal thisIn a gold rush, buy the overlooked second-order bottlenecks, not the obvious pick everyone's crowding into.