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Index/Startups & Founders/The Twenty Minute VC (20VC)
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20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar

The Twenty Minute VC (20VC) · 2026-06-29 · 1h 1m

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Episode notes

KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data centres has surged. Over the last 12 - 18 months, Bloom has become one of the biggest beneficiaries of the AI infrastructure boom. It's also the largest position in Leo Aschenbrenner's investment portfolio, making up around 16% of his fund.

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