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

To lose is something I simply cannot contemplate. There's nothing that I do where I put effort, I put time, and I think of failure as an option. Any revolution, and I would call AI absolutely a revolution, it's almost a hockey stick on a hockey stick. Clearly, electricity becomes the key factor.

We believe bringing power to the edge has to happen. Electricity in the world is a five and a half trillion dollar market. Last year our revenues were $2 billion. When power is democratized, access is not restricted by people who are in power. And that's true democracy.

I would say don't short the US, don't short Silicon Valley. This is 20 VC. Today the largest position in Leo Aschenbrenner's fund, which makes up 16% of his fund, is in the hot seat, baby. K.R. Shridha, founder and CEO of Bloom Energy, joins us in the studio.

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