#AI
#Investing
#Leopold
Leopold Aschenbrenner: AI, Electricity, and the Trillion-Dollar Cluster
Situational Awareness Fund sells most of its public equity portfolio to Citadel, surrendering a successful AI trade amid market reversal.
7 min
2 articles
Situational Awareness Fund sells most of its public equity portfolio to Citadel, surrendering a successful AI trade amid market reversal.
Over the past two years, market discussions on AI infrastructure have primarily focused on three key aspects: First, who has the GPUs.