#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
#Leopold
3 articles
#Investing
#Leopold
#AI Infrastructure
Leopold Fund Q1 Holdings Analysis: A Full-Scale Bet on AI Infrastructure
A top AI investor, ex-OpenAI researcher Leopold Aschenbrenner, just updated his portfolio—and the data reveals a surprisingly aggressive strategy.
6 min
#AI
#Investing
#Leopold
Leopold's Trillion-Dollar Cluster Prediction: Fully Realized Two Years Later
In June 2024, Leopold Aschenbrenner published "Racing to the Trillion-Dollar Cluster," predicting the AI landscape two years ahead while others debated GPT-4.
9 min