Chubby♨️@kimmonismus · XAI 摘要
OpenAI解雇了Leopold Aschenbrenner。 随后他撰写了165页的《情境感知》论文，预测2027年实现AGI。 据报道，他在12个月内将2.25亿美元转化为55亿美元。 并非通过投资英伟达、微软、谷歌或亚马逊。 而是投资AI实际运行的基础： 能源。带宽。存储。算力。Bloom Energy。Lumentum。Sandisk。CoreWeave。Iris Energy。 众人追逐AI公司，他买断了它们底层的瓶颈。 天才之举。
OpenAI fired Leopold Aschenbrenner.
Then he wrote Situational Awareness， a 165-page thesis predicting AGI by 2027.
Then he reportedly turned $225M into $5.5B in 12 months.
Not by buying Nvidia， Microsoft， Google， or Amazon.
But by buying what AI actually runs on： Energy. Bandwidth. Storage. Compute. Bloom Energy. Lumentum. Sandisk. CoreWeave. Iris Energy. Everyone bought the AI companies. He bought the bottlenecks underneath them.
Genius.