KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data centres has surged. Over the last 12–18 months, Bloom has become one of the biggest beneficiaries of the AI infrastructure boom. It's also the largest position in Leo Aschenbrenner's investment portfolio, making up around 16% of his fund. ----------------------------------------------- Timestamps: 00:00 Intro 01:25 Fear of Failure vs Thrill of Winning 03:53 How a 25-Year-Old Company Became an AI Darling Overnight 05:46 The Andy Grove Moment That Changed How KR Leads 10:49 Empathy as a Leadership Tool 13:04 Are We in an AI Infrastructure Bubble? 14:43 When Intelligence Is Abundant, What Becomes Scarce? 15:34 The Single Biggest Bottleneck: Regulation Is Now the Enemy of Growth 18:54 The Next Big Crisis Nobody Is Talking About: Energy Pove...