Situational Awareness LP is a hedge fund founded by Leopold Aschenbrenner in 2024 that manages ~$2B in AI-focused public equities (semiconductors, energy infrastructure, data centers), delivering 47% gains in H1 2025. The fund's concentrated portfolio (100% in top 10 positions) includes major holdings in Nvidia, TSMC, and energy infrastructure companies.
Related Wiki Pages
Top Related Pages
Leopold Aschenbrenner
Former OpenAI researcher, author of 'Situational Awareness,' and founder of AI-focused hedge fund predicting AGI by 2027
Situational Awareness
AI systems' understanding of their own nature and circumstances, studied as a capability that may enable context-dependent behavior including strat...
Anthropic
An AI safety company founded by former OpenAI researchers that develops frontier AI models while pursuing safety research, including the Claude mod...
AI Misuse Risk Cruxes
Key uncertainties that determine views on AI misuse risks, including capability uplift, offense-defense balance, agentic misuse vectors, open-weigh...
OpenAI
Leading AI lab that developed GPT models and ChatGPT, analyzing organizational evolution from non-profit research to commercial AGI development ami...