20VC//KR Sridhar
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
KR Sridhar argues that AI is fundamentally an electricity race, with Bloom Energy positioned to supply fast, distributed power at the edge of the grid. The conversation covers Bloom’s manufacturing scale-up, data center deployments, energy sovereignty, and why he thinks AI will create abundance without replacing human wisdom or empathy.