SanDisk up 817% in his fund
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.
Snapshot · God Mode Podcast
Anthropic made Opus dumber (73% Drop), Claude Code Hits $2.5B ARR & Tesla AI5 | God Mode Pod EP09
Explore episode
Apr 18, 2026
Where this was said
24-Year-Old Ex-OpenAI Researcher's $254M to $5.5B Fund
At 59:20 · chapter starts 57:00
The 24-Year-Old Who Turned $254M Into $5.5B Betting on AI Compute
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.
$254M to $5.5B in 1 year
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.
Allbirds 910% in a Day: Peak AI Frothiness Has Arrived
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.
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