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The Twenty Minute VC (20VC) · Monday, June 29, 2026

Bloom Energy's 25-Year Journey and Growth Amidst AI Boom

Bloom Energy's founder and CEO, KR Sridhar, shared that his largest holding in Leo Aschenbrenner's fund is Bloom Energy, which constitutes 16% of the fund. The company has experienced remarkable growth, with its market cap reaching approximately $93 billion, a rise of over 1500% in a single year. Sridhar expressed his unwavering belief in the company's mission and technology since its inception 25 years ago.

tickerBEpersonKR SridharpersonLeo AschenbrennercompanyBloom Energy

The tape

3 quotes
This is 20 VC. Today, the largest position in Leo Ashken's fund, which makes up 16% of his fund, is in the hot seat, baby. K Sridhar, founder and CEO of Bloom Energy joins us in the studio.
Host
Today the market cap is approximately 93 billion, up over 1500% in a single year.
Host
Twenty-five years building a company. He never once doubted would work.
Host
Heard on The Twenty Minute VC (20VC) — “20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar, published Monday, June 29, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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