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.