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Rohan Paul@rohanpaul_ai
55AI 编辑部评分，满分 100
2026-07-31 14:36· 57分钟前
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AI 摘要

前OpenAI研究员Leopold Aschenbrenner旗下对冲基金Situational Awareness，因杠杆押注AI供应链股暴跌，资产从450亿美元峰值缩水至约100亿美元，并已将大部分公开股票组合卖给Citadel。

TechCrunch published a piece on his story.

  • A hedge fund that returned 439% through June just sold most of its public stock portfolio to Citadel.
  • Leopold Aschenbrenner， 25 and formerly of OpenAI， built Situational Awareness in 2024 on one call， that scaling AI would force a build-out of chips， compute， memory， and energy.
  • So he bought the suppliers， and SK Hynix， Sandisk， Bloom Energy， and Nebius Group each fell more than 30% in a month once investors stopped waiting for that spending to turn into revenue.
  • Borrowed money multiplied every point of the drop， taking assets from a $45B peak down to roughly $10B after Ken Griffin's firm took the holdings.
  • Aschenbrenner called the selloff a buying opportunity and asked clients for fresh capital， which never arrived.
  • What survived is the private book， led by an Anthropic stake worth $5B in a company last priced at $965B and expected to list as soon as October.
Rohan PaulFT: Leopold Aschenbrenner's (Ex OpenAI researcher) $20B hedge fund, Situational Awareness, is seeking fresh capital after leveraged AI losses. The move follows ...
AnthropicOpenAI行业动态
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Rohan Paul · @rohanpaul_ai · X·2026-07-31 14:36·57分钟前
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AI 摘要

前OpenAI研究员Leopold Aschenbrenner旗下对冲基金Situational Awareness，因杠杆押注AI供应链股暴跌，资产从450亿美元峰值缩水至约100亿美元，并已将大部分公开股票组合卖给Citadel。

TechCrunch published a piece on his story.

  • A hedge fund that returned 439% through June just sold most of its public stock portfolio to Citadel.
  • Leopold Aschenbrenner， 25 and formerly of OpenAI， built Situational Awareness in 2024 on one call， that scaling AI would force a build-out of chips， compute， memory， and energy.
  • So he bought the suppliers， and SK Hynix， Sandisk， Bloom Energy， and Nebius Group each fell more than 30% in a month once investors stopped waiting for that spending to turn into revenue.
  • Borrowed money multiplied every point of the drop， taking assets from a $45B peak down to roughly $10B after Ken Griffin's firm took the holdings.
  • Aschenbrenner called the selloff a buying opportunity and asked clients for fresh capital， which never arrived.
  • What survived is the private book， led by an Anthropic stake worth $5B in a company last priced at $965B and expected to list as soon as October.
Rohan PaulFT: Leopold Aschenbrenner's (Ex OpenAI researcher) $20B hedge fund, Situational Awareness, is seeking fresh capital after leveraged AI losses. The move follows ...
AnthropicOpenAI行业动态
在 X 查看原推x.com