Quote · God Mode Podcast
Anthropic Nerfed Claude Opus by 73% | Claude Code Hits $2.5B ARR | Anthropic Pre-IPO Shares at $900B | Tesla AI5 Tapes Out | Allbirds Pivots to AI Compute | EP09
Where this was said
24-Year-Old Ex-OpenAI Researcher's $254M to $5.5B Fund
At 58:34 · chapter starts 57:00
A 24-year-old ex-OpenAI researcher with no fund experience grew his portfolio 20x in one year by betting on AI compute and memory — SanDisk up 817%, CoreWeave up 670%. His edge wasn't financial expertise; it was knowing what makes AI models run.
A 24-year-old ex-OpenAI researcher's fund grew from $254 million in Q4 2024 to $5.5 billion in Q4 2025 — roughly a 20x return — betting on AI compute and memory plays.
SanDisk, a memory chip company, was up 817% in the young fund manager's portfolio and represented 6% of his fund holdings in Q4 2025.
Allbirds stock surged 910% in one day on an AI pivot announcement — for a company that was selling all assets for $39M and was weeks from Nasdaq delisting. Ben draws a direct line to the 2017 Long Island Iced Tea blockchain pump. History rhymes.
