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