Leopold Aschenbrenner wrote the essay about the next decade. Now his fund is backing the company that is building it. Fluidstack: $830M, $7.5B valuation, : Anthropic selected Fluidstack to lead a $50B compute buildout.
The most valuable thing this decade has been compute. To get compute you need to accelerate construction.
The US added a record 18GW last year, but 2028 alone needs ~100GW.
Fluidstack wants to build those gigawatt sites in months, not years.