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A guy who turned $225M into $5.5B just spelled out exactly when he thinks the world changes forever. Leopold Aschenbrenner says AI will hit expert level by 2027-2028 as fully autonomous “drop-in remote workers.” The big unlock comes from “unhobbling” them so they can run long tasks on their...

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The man who turned 225 million dollars into 5.5 billion dollars just laid out on camera exactly when he believes the world changes permanently with specific dates. Leopold Aschenbrenner's argument follows a single trend line that has held for over a decade without breaking. Right now in 2025 and 2026, the models being built are already smarter than most college graduates across the board. By 2027 and 2028, AI hits expert level as capable as the best professionals in any field operating not as a chatbot but as what he calls a drop-in remote worker. You assign it a project, It goes off, writes drafts, runs tests, iterates, and comes back with finished work fully autonomously, for hours at a time. The key unlock he describes is what he calls unhobbling, today's models are already more capable than most people realize, but artificially constrained by how they are deployed. Once agents can use computers freely and run long-horizon tasks without human checkpoints, the economic value unlocks almost overnight. His best guess for true AGI is the 10 gigawatt cluster range, a single data center drawing more electricity than most US states produce in total. By 2030, the trillion-dollar training cluster consumes over 20 percent of all US electricity production for a single training run. This is the direct line between that prediction and his 875 million dollar Bloom Energy position. He did not buy a power company because he liked the chart but rather bought a power company because he ran the math on what AGI physically requires to exist, and concluded that electricity is the asset class of the decade. The position is already worth close to 2 billion dollars, and his own timeline says the demand that drove it is just getting started.

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