Greg Jensen has spent 30 years at Bridgewater, joining straight from Dartmouth in 1996. As Co-CIO, he manages Pure Alpha and a separate AI-native investment entity. He was an early personal investor in OpenAI (2016) and led the first check into Anthropic. He architected Bridgewater's 'secure garden' system for compounding institutional knowledge into algorithms.
Nvidia's vendor financing deals are not bubble dynamics but a deliberate Standard Oil-style strategy to control the AI ecosystem by locking in partners who won't develop alternative chips, defending against Google's full-stack threat.
Jensen invested in OpenAI's first funding round around 2016 because they were uniquely pursuing the reasoning capabilities he believed were necessary for AI to surpass human intuition, and he wanted direct exposure to the research trajectory.
Jensen led Anthropic's initial funding after key OpenAI scientists founded it, seeing their mission-driven approach as a unique advantage for retaining top AI talent in a competitive market.