This is WILD!

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-05-18

Milk Road AI highlights Leopold Aschenbrenner, a 24-year-old former OpenAI researcher, whose 2024 manifesto argued capital — not algorithms or chips — is the true AGI bottleneck, and whose investment portfolio reportedly reflects staggering gains from that thesis.

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Leopold Aschenbrenner's AGI Timeline Thesis and Misread 13F Filing

Extraction

Topics: agi-bottleneckai-investmentleopold-aschenbrenner

Claims

Leopold Aschenbrenner published a 165-page manifesto in 2024 arguing that the primary bottleneck to AGI is neither algorithms nor chips.
Aschenbrenner was 24 years old and a former OpenAI researcher at the time of publication.
His investment portfolio performance is described as reflecting the thesis of his manifesto.

Key quotes

Leopold Aschenbrenner just proved his thesis with his portfolio and the numbers are staggering.

He is a 24 year old former OpenAI researcher who published a 165-page manifesto in 2024 arguing that the real bottleneck on AGI was not algorithms or chips.