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Leopold Aschenbrenner
Leopold Aschenbrenner's AI-supercycle hedge fund (Situational Awareness LP, San Francisco), launched late 2024 after the founder left OpenAI's Superalignment team. Aschenbrenner (25) wrote the canonical AGI-imminence essay "Situational Awareness: The Decade Ahead"; the book is the financial expression of that thesis — a concentrated long-and-options portfolio on AI infrastructure bottlenecks. Reported backers include Patrick Collison, Daniel Gross, and Nat Friedman. Latest 13F-HR (Q4 2025, $5.52B, 29 lines): zero Mag-7 longs; heavy AI-power (Bloom Energy + EQT + Kilroy Realty + Liberty + ProPetro + Solaris Energy Infra + Power Solutions + Babcock), all nine listed BTC miners pivoting to HPC datacenters (APLD/BTDR/BITF/CIFR/CLSK/CORZ/HUT/IREN/RIOT), CoreWeave long+call as the compute leg, Intel call as the foundry leg, Lumentum + Coherent for optical, SanDisk for memory, Tower for trailing-edge foundry, WhiteFiber for HPC infra, and one INFY put as the Indian-IT labor-automation hedge. Activist tier: filed Schedule 13D on Core Scientific (CORZ) 2025-08-19 at 5.8% (17.7M shares), amended 2025-10-14 to 9.4% (28.8M shares) — went from undisclosed to nearly a tenth of the company in eight weeks, reserving the right to influence the direction of the BTC-miner-to-GPU-datacenter conversion. Files 13F quarterly since Q4 2024.
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