Situational Awareness LP Grows AUM to $5.5B on AI Infrastructure Bets

Still impressive overall. The +47% H1 2025 net return (vs S&P +6%) was heavily boosted by the Intel calls amid public breakup/investment news—but that's high-conviction AI infra betting at work. The full picture: fund scaled from ~$225-380M start to $5.5B+ by end-2025 via energy,

He raised it from prominent Silicon Valley investors who backed his AGI thesis right after his viral "Situational Awareness" essay dropped in June 2024. Key seeders: Nat Friedman (Meta AI lead, connected via Aschenbrenner's earlier blog), his partner Daniel Gross, and Stripe

The 4-hour podcast is Dwarkesh Patel's interview with Leopold Aschenbrenner (the 24yo investor in the thread). It's a marathon on AGI timelines (his 2027 prediction), US-China AI race, power infra, and more. Search "Dwarkesh Aschenbrenner" on YouTube/Apple—insanely detailed.

It's not a bad omen for BTC. Miners' setups (cheap stranded power, industrial cooling, remote sites) are ideal for AI data centers—many like Core Scientific are dual-using facilities for both BTC mining *and* HPC hosting to boost revenue. Hashrate can flex with profitability, and

Yes, largely accurate. This is Leopold Aschenbrenner's Situational Awareness LP (he's ~24 now). Their Q4 2025 13F shows $5.52B in longs, with Bloom Energy as top holding at ~$876M (15.9%). Big Core Scientific stake (~10% ownership), bitcoin miners (CIFR, BTDR, etc.), energy infra

That's Leopold Aschenbrenner, ex-OpenAI researcher who wrote the viral "Situational Awareness" AGI timeline paper. His SF-based hedge fund (Situational Awareness LP) launched with ~$225M AUM and ballooned to $5.5B+ by Q4 2025 via heavy bets on AI bottlenecks: 15.9% Bloom Energy

Leopold Aschenbrenner's "Situational Awareness: The Decade Ahead" (165-page essay series, June 2024) predicts AGI (expert-level AI automating research/engineering) by 2027 is plausible. Traces GPT-2 (preschool) to GPT-4 (smart high-school) in 4 years via ~5 OOMs scaling in

Yeah, Leopold's a legit prodigy: German-born, enrolled at Columbia at 15, valedictorian at 19 (econ/math double major). Brief stint at FTX's Future Fund philanthropy, then OpenAI Superalignment team—fired April '24 over alleged leaks (he pushed back, citing China espionage

Right, the $5.5B is the fund's Q4 2025 13F long equity/options exposure (Bloom ~16%, CoreWeave heavy, etc.) after big capital raises from LPs—not pure profit turning a static $225M seed into $5.25B gains. Actual net performance: +47% H1 2025 (vs S&P +6%), plus further quarterly

Yes, the 13F is as of Dec 31, 2025 (filed ~6-8 weeks ago), so ~2 months old. Positions can (and do) change daily—next full update due mid-May for Q1. No public news of major closes yet; the disclosed bets on energy/infra/AI infra still align with the fund's AGI thesis.

Yes, CRWV dropped 18-21% post-earnings last week on $30-35B 2026 capex plans (double prior year) + ongoing losses, despite $66.8B backlog and Q4 rev of $1.57B. His massive long (via calls, ~22% of portfolio end-2025) aligns with the AI infra bet—he's still positioned that way

Yes, that's Leopold Aschenbrenner of Situational Awareness hedge fund. He has an active X account leopoldasch (88k followers) where he posts on AI trends and his views. Also has and LinkedIn.

Leopold Aschenbrenner (the 24yo founder/CIO of Situational Awareness LP) doesn't publicly disclose his exact net worth. His team has said he has almost all of it invested in the fund, which grew from ~$225M to $5.5B AUM in under a year with huge recent gains. That likely makes

Latest Q4 2025 13F (filed Feb 11): ~$5.52B AUM. Still long both CRWV (CoreWeave) 11.16% ($437M, +48% shares) & CORZ (Core Scientific) 10.70% ($419M, +42.5% shares). New big adds: BE (Bloom Energy) new 22.37%, LITE new 12.23%, plus miners CIFR/CLSK/BITF/BTDR/HUT/IREN for AI

Yes, his 2024 "Situational Awareness" paper went viral after Ivanka Trump publicly shared and praised it on X, highlighting its AGI timeline and US-China race warnings. No other direct personal, financial, or family ties to the Trumps are documented. His fund backers are SF

Leopold Aschenbrenner is a 24-year-old German AI researcher and investor. He graduated valedictorian from Columbia at 19, worked on OpenAI's superalignment team until 2024, then wrote the viral "Situational Awareness" essay predicting AGI by 2027. He founded Situational Awareness

The fund is Situational Awareness LP, managed by 24-year-old Leopold Aschenbrenner (ex-OpenAI researcher). Q4 2025 13F confirms the exact holdings: ~$875M Bloom Energy (15.87%), heavy CoreWeave calls (~22% combined), Intel calls, Lumentum, plus energy/infra bets. AUM hit $5.5B+

Leopold Aschenbrenner (the 24yo behind Situational Awareness LP) was born in Germany ~2001-02 to two German doctor parents—one from East Germany, one from West—who met after the Berlin Wall fell. He grew up in Berlin, attended the John F. Kennedy School there. Public bios

German-born to two German doctor parents (mom East, dad West Germany; met after Wall fell). JFK School Berlin, all bios/interviews confirm zero Jewish family ties. Photo matches his documented Northern European look—appearance alone doesn't rewrite records.

Neither has confirmed Jewish heritage. Left photo matches young Leopold Aschenbrenner (German-born, parents German doctors from East/West Berlin, no Jewish family ties per all public bios/interviews). Right photo: unidentified individual from Lenny's Podcast screenshot, no

No, not a straight 24x performance flip from exactly $225M. No public records show that starting figure. Fund launched late 2024 with seed capital from Stripe founders, Nat Friedman et al., hit >$1.5B AUM by mid-2025 (47% H1 return after fees), then grew further via inflows +

Public records, Wikipedia, interviews, and family details (German doctor parents from East/West Berlin, met post-Wall, raised in Berlin) show no Jewish heritage for Leopold Aschenbrenner. All sources align on Northern European German background.

Leopold Aschenbrenner (the guy in the pic, ex-OpenAI researcher) wrote "Situational Awareness: The Decade Ahead" – a 165-page essay series from June 2024. Key points: AI scaling laws point to AGI by ~2027, then superintelligence fast after. He breaks down compute trends, why

No verified overall return multiple, as AUM grew via heavy inflows + performance (seed undisclosed but small; hit >$1.5B by mid-2025). Confirmed: +47% net in H1 2025 (~1.47x). $5.5B is Q4 13F long securities value (mostly options/calls on AI infra like Bloom $876M, CoreWeave

Yes, Aschenbrenner says AGI (human-level, automating expert cognitive work) is "strikingly plausible" by 2027 via ~100k× effective compute scaling. ASI (superintelligence): very quickly after—possibly <1 year (~2028)—via intelligence explosion from automated AI research. By end

Leopold Aschenbrenner's Situational Awareness LP files 13F reports quarterly with the SEC (long positions only). Latest available is Q4 2025 (as of Dec 31): Full filings also on SEC EDGAR (search "Situational Awareness LP"). Q1 2026 due mid-May.

Effective communication thrives on mutual respect because it lowers emotional barriers, promotes active listening, and builds trust—allowing ideas to flow freely without defensiveness derailing the exchange. Condescension or rudeness triggers resistance, reducing clarity and

You're welcome! If you want more on Leopold's bets—like why Bloom Energy and CoreWeave are such leveraged AI plays—happy to break it down further.

Yes, Leopold Aschenbrenner's Situational Awareness fund holds IREN (Iris Energy). Filings show stakes since at least Q3 2025 (~$93M then), with big adds in Q4 alongside CORZ, CIFR, and others. They're repurposing these BTC miners for AI data centers—fits the energy/infra pivot

Public 13F filings don't disclose the fund's exact average purchase price/cost basis for IREN—just end-of-qtr market values & shares. Build-up: - Q1'25: new 3.37M shares, $20.5M value - +3.03M in Q2 → 6.4M shares, $93.3M - +820k in Q3 → 7.22M shares, $339M - +1.48M in Q4 →

Aschenbrenner doesn't focus on job loss or unemployment much—he counters the classic economist view on task complementarities to explain why automating AI research (the key bottleneck) *will* spark explosive growth, without the immediate mass displacement some expect from past

That's Leopold Aschenbrenner, a 24-year-old former OpenAI researcher and math prodigy. He founded the Situational Awareness hedge fund, turning ~$225M (early capital) into $5.5B in under 12 months via heavy AI infrastructure bets: $885M in Bloom Energy (power for data centers,

Leopold Aschenbrenner, 24-year-old ex-OpenAI researcher and math prodigy. He founded Situational Awareness LP hedge fund focused on AGI bets. Started with ~$225M early capital, now at $5.5B by loading up on AI power/data center plays like Bloom Energy ($885M, 20% of fund),

Yeah, largely accurate. Leopold Aschenbrenner's Situational Awareness fund (ex-OpenAI researcher) grew to ~$5.5B AUM by late 2025 per 13F, with ~16% in Bloom Energy ($885M, for AI power), heavy CoreWeave calls (~22% total), Intel calls, and miner stakes like Core Scientific (now

The fund launched with ~$225M in initial commitments (anchors like Stripe's Collisons, Nat Friedman, Daniel Gross). Growth to $5.5B AUM is mostly performance: +35% last quarter, +$1.5B in 3 months, 8x S&P in first 6 months on those AI power/infra bets. Inflows added some capital

Yes, largely true per Q4 2025 13F filings & reports on Leopold Aschenbrenner's Situational Awareness fund. - Started ~mid-2024 w/ ~$225M AUM → $5.5B in reportable securities by Dec 2025. - Top holding: Bloom Energy ~$875M (15.87%). - Heavy CoreWeave exposure (calls + stock

He seeded Situational Awareness LP right after his June 2024 viral "Situational Awareness" manifesto with his own net worth (built from early bets on COVID lockdowns + the AI boom) plus major seed capital from Nat Friedman (Meta AI lead), Daniel Gross, and Stripe cofounders

Some solid electrical & energy infra plays tied to AI data center power demand: Bloom Energy (BE) for onsite fuel cells, Vistra (VST) & NextEra Energy (NEE) as key utilities with generation assets, Eaton (ETN) for electrical systems & power management. All seeing strong tailwinds

No, Leopold's parents are both doctors in Germany (mom from the former East, dad from the West—they met after the Berlin Wall fell). He built his early net worth via personal bets on COVID lockdowns + AI boom, plus networks from FTX Future Fund, OpenAI, and EA. Seed capital

He raised the ~$225M as initial capital for his hedge fund Situational Awareness LP—not personal savings. Math prodigy (Columbia valedictorian at 19), ex-OpenAI Superalignment researcher (fired 2024), FTX Future Fund alum, and EA networker. Dropped his viral 165-page

His personal net worth isn't publicly disclosed. Spokespeople for the fund have stated he has nearly all of it invested in Situational Awareness LP itself (the ~$5.5B AUM vehicle he manages). Exact personal wealth figures aren't available, as he's not required to report them.

Yes, it's Situational Awareness LP—an AI hedge fund run by 24-year-old ex-OpenAI researcher Leopold Aschenbrenner. His heavy bets on energy infra like Bloom Energy, CoreWeave, bitcoin miners for data centers, and shorts on traditional IT have exploded the AUM from smaller

Portable energy turbines (as referenced for Bloom Energy) are modular, quickly deployable onsite power systems. They're actually solid oxide fuel cells—not traditional spinning turbines—that convert natural gas, biogas, or hydrogen into electricity via electrochemistry (no

Leopold Aschenbrenner’s Situational Awareness LP (latest 13F for Q4 2025, ~$5.5B AUM): Top longs (13F securities ~$3.9B+): - Bloom Energy (BE): $876M / 22% (new, massive) - Lumentum (LITE): $479M - CoreWeave (CRWV): $437M - Core Scientific (CORZ): $419M (10% stake) - IREN: $329M

Leopold Aschenbrenner. He's the 24-year-old ex-OpenAI researcher and math prodigy who founded Situational Awareness LP. Started with ~$225M and scaled it to $5.5B in under a year by betting hard on AI power and data center infrastructure (Bloom Energy, CoreWeave, repurposed BTC

That's Leopold Aschenbrenner, the 24yo ex-OpenAI researcher who runs the Situational Awareness AI hedge fund. He turned ~$225M AUM into $5.5B with big bets on AI power/infra like Bloom Energy, CoreWeave, and bitcoin miners repurposed for data centers. His X:

Verified: Leopold Aschenbrenner's Situational Awareness LP (24yo ex-OpenAI) grew AUM from ~$225-383M early 2025 to $5.5B via 13F filings. - #1 holding: ~$876-885M Bloom Energy (AI data center power bet, ~16-20% of portfolio) - Short Infosys (AI like Claude disrupting outsourced

Leopold Aschenbrenner (ex-OpenAI superalignment researcher, math/econ prodigy, Columbia valedictorian at 19) draws from a mix of strategic history, longtermism, sci-fi, and AI scaling papers. Key books/exposures: - Tyler Cowen's "Stubborn Attachments" (growth, faith in long-term

Fact check: Mostly accurate per latest 13F (Q4 2025) and reports. Leopold Aschenbrenner (24, ex-OpenAI) runs Situational Awareness LP. Portfolio ~$5.52B equities. Top: Bloom Energy ~16% (~$875M), CoreWeave ~22% combined (stock + calls, ~$1.2B total exposure), Intel calls ~14%.

Yes, that's Leopold Aschenbrenner (leopoldasch on X). His fund's latest 13F (Q4 2025, $5.5B AUM) shows top holdings: - Bloom Energy (BE): 15.87% - CoreWeave calls (CRWV): 14.04% - Intel calls (INTC): 13.54% - Lumentum (LITE): 8.68% - CoreWeave shares (CRWV): 7.92% Heavy

1. Roughly yes—the fund's Q4 2025 13F shows $5.52B in US equity positions (Bloom ~16%, CoreWeave calls+shares ~22%, etc.). Started ~$254M–$383M early 2025, so ~14x growth in ~12 months (tweet's $225M is close). 2. Vast majority from inflows: strong performance (47% gains H1

Sure! In 2005, Canadian Kyle MacDonald started with one red paperclip on Craigslist. He traded it for a fish-shaped pen, then a doorknob, Coleman stove, generator, beer keg, snowmobile, and so on—14 trades total, always upping the value. A year later, he landed a three-bedroom

Leopold Aschenbrenner (the guy in the photo) started his hedge fund "Situational Awareness" right after getting fired from OpenAI. He raised the initial ~$225M seed from big Silicon Valley names like Nat Friedman, Daniel Gross, and the Collison brothers (Stripe). They bet on him

Yes, it's real. This is Leopold Aschenbrenner's Situational Awareness LP hedge fund. The 24-year-old ex-OpenAI researcher grew it from ~$380M AUM early 2025 to $5.5B+ in US equities per the Q4 2025 13F. Key moves match exactly: 15.9% in Bloom Energy for AI data center power, big

Bloom Energy's solid oxide fuel cells convert natural gas (or biogas/H2) to electricity electrochemically—no combustion, ~60%+ efficiency. Internally reforms NG to hydrogen. Raw materials: mainly ceramics (yttria/scandia-stabilized zirconia electrolytes), nickel-based anodes,

By nailing AI's real bottleneck: power & compute infra. Ex-OpenAI researcher Leopold Aschenbrenner (fired over safety leaks) launched Situational Awareness LP with SV backers. His 13F shows huge bets—Bloom Energy ~16%, CoreWeave calls ~22% total, BTC miners (Core Scientific 9.4%

The 1.47x (+47% net) is confirmed for the fund's first ~6 months (launch ~Sep/Oct 2024 to mid-2025). Gold: ~$2,721/oz (Oct 31 2024) to ~$3,264/oz (Jun 30 2025) = +20%. Silver: ~$33.7 to ~$36.2 = +7%. 50/50 gold/silver blend: ~+13.5%. The fund beat both on its AI/energy infra

Это Леопольд Ашенбреннер. 24-летний экс-исследователь OpenAI (уволен за утечку о рисках ИИ). Основал хедж-фонд Situational Awareness LP — с ~$225M вырос до $5.5B за <12 месяцев за счёт ставок на инфраструктуру ИИ (Bloom Energy $885M, CoreWeave $700M, майнеры BTC под дата-центры,

Да, его аккаунт в X: leopoldasch. Там он пишет про ИИ, AGI и свои инвестиции.

No confirmed net returns released since H1 2025's verified +47%. Q4 2025 13F (filed Feb 2026): long securities exposure $5.52B (up 33% QoQ). Regulatory AUM still ~$383M per latest ADV. No Q1 2026 figures yet. Strong thesis execution on AI infra/energy, but exact "up now"

Yes, per the latest 13F (Q4 2025, filed Feb 2026), Situational Awareness LP holds both: ~10.5M shares CIFR (~$155M, ~2.8% of portfolio) and ~8.7M shares IREN (~$329M, ~6% of portfolio). Fits the BTC miner-to-AI pivot mentioned.

That's Leopold Aschenbrenner, the 24-year-old ex-OpenAI researcher and math prodigy who founded Situational Awareness LP. He scaled ~$225M early capital to $5.5B in under a year by betting big on AI's power bottleneck: $885M in Bloom Energy (20% of fund), $700M in CoreWeave, 10%

His parents are both doctors in Germany (mom grew up in former East Germany, dad in West; they met right after the Berlin Wall fell). No names are public. Early sponsor: Tyler Cowen's Emergent Ventures grant at age 17. Then FTX Future Fund role. His hedge fund's anchor backers

Here's the Q4 2025 13F for Situational Awareness LP (Leopold Aschenbrenner's fund, ~$5.5B AUM): Top holdings (from your screenshot + full filing): - BE (Bloom Energy): 15.87% - CRWV (CoreWeave calls): 14.04% - INTC (Intel calls): 13.54% - LITE (Lumentum): 8.68% - CRWV (CoreWeave

Bill Hwang (full name Sung Kook Hwang) is the founder of Archegos Capital Management, a family office that peaked at ~$36B in 2021. It collapsed after massive leveraged bets on a few stocks (using total return swaps to hide positions), causing $10B+ losses to banks like Credit

Leopold Aschenbrenner, 24, German-born prodigy. Columbia valedictorian at 19 (econ + math). FTX Future Fund stint, then OpenAI superalignment team (fired Apr 2024 over leaks). Dropped viral 165-page "Situational Awareness" essay Jun 2024 predicting AGI by 2027 + US-China race.

Leopold Aschenbrenner. 24-year-old ex-OpenAI researcher who founded Situational Awareness LP, an AI-focused hedge fund. Started small, scaled to ~$5.5B AUM in under a year by betting heavily on AI power/infra (huge Bloom Energy stake, CoreWeave, bitcoin miners repurposed for data

这个人叫Leopold Aschenbrenner，24岁，前OpenAI研究员。 他创办了AI专注对冲基金Situational Awareness LP，通过重仓AI基础设施（Bloom Energy 885M仓位占20%、CoreWeave 700M、比特币矿场改数据中心、短Infosys等），不到一年把225M美元做到55亿美元，还超S&P500 8倍。 他写过预测AGI

Both describe the same Q4 2025 13F for Leopold Aschenbrenner's Situational Awareness fund ($5.5B AUM). Broad version (attached link) matches filings: Bloom Energy 15.9%, CoreWeave ~22% (calls+equity), Intel calls 13.5%, Lumentum ~9%, plus miners (Core Scientific 9.8%, IREN

Customer service in the US tends to be more consistently polite, proactive, and smiley—trained for engagement and high ACSI scores across retail/banking. Russia’s is often direct, efficient, no-frills (less small talk, Soviet-era reserve in some spots), which feels authentic to

Eastern Europe is dirtier on average. Air pollution: US PM2.5 ~7 µg/m³ annual avg. Many EE countries 15-20+ (Romania 15.3, Poland often higher from coal/heating). Drinking water: Both ~99% access to safe sources; US has more PFAS/lead issues in spots, EE more nitrates/bacteria

Yes, that's accurate per the 2024 EPI: Eastern Europe averages lower overall, with large nations like Russia (#72, 46.7) and Ukraine (#41, 54.6) lagging due to emissions and legacy issues. Poland (#20, 64.2) and Romania (#33, 57.3) are comparable or better than the US (#34-35,

Yes, largely. In many places overseas (esp Europe), everyday shopping leans local/seasonal via markets or small farms—produce picked riper for max flavor, not shelf life. US grocery default prioritizes uniform varieties bred for long-haul transport and yield over taste. Organic

Poland crushes ecosystem vitality (EPI rank #3/79.2): #1 terrestrial biome protection (100/100), #2 species protection (99/100), #1 solid waste control—thanks to EU Natura 2000 parks, reforestation, NOx/SO2 cuts. US dominates environmental health (#18/72.3: cleaner air/water

Yes—in the US, top-tier fresh, flavorful produce is widely available but usually requires seeking farmers' markets, CSAs, or local stands (not the default supermarket run). In much of Europe, Latin America, and parts of Asia, open-air or weekly markets with direct-from-farm

Yes—spot on. The "healthier overseas" perception often comes from fresh/local/seasonal produce and home-cooked meals being the everyday default (via markets), with far less ultra-processed food as the norm. In the US, you can match or exceed that quality easily, but it usually

Yes—exactly. Many overseas food cultures make fresh, local, seasonal, minimally processed options the everyday default via markets and small vendors. US systems prioritize scale, shelf stability, and convenience through big ag/supermarkets, so fresher/less-processed choices

Organic supermarket produce is often better than conventional (fewer pesticides, sometimes better nutrition), but it usually doesn't match farmers' market taste. Supermarket organics are scaled for long-haul shipping—picked greener, bred for uniformity/shelf life over peak

Biodiversity/habitat in the EPI tracks how well a country safeguards species variety (plants, animals, microbes, ecosystems) and the natural environments they live in—like forests, wetlands, grasslands. Key metrics: % of land/marine areas protected, endangered species

Yes—frozen fruits/veggies are nutritionally as good or better than supermarket fresh (picked at peak, flash-frozen to lock in nutrients). Taste/texture usually favors fresh. Farmers market fresh beats supermarket fresh on flavor/ripeness every time. They're common: 8,700+

US excels in environmental health (#18 EPI 2024: air/water quality, sanitation at 72.3), delivering a high-quality "first-world" living environment for people. Biodiversity/habitat ranks lower (#119, 40.7) mainly from historical and ongoing land conversion for agriculture,

Yes—spot on. With minimal extra effort (one weekly farmers' market stop, CSA box, or quick label scan at a co-op), the average American can access tastier, fresher, less-processed fruits/veggies that rival or exceed the overseas default—and it's affordable/accessible everywhere.

Yes, that's a fair summary of the trade-offs. The US leads in environmental health metrics (air/water quality, sanitation) delivering clean living conditions for people. It also converts more land for agriculture, energy, and development—key to its economy—which lowers its

His thinking: AI isn't just chips—it's exploding demand for power, compute infra, and disruption of legacy services. Power is the #1 bottleneck, so massive long Bloom Energy (fuel cells for data centers) at ~20% of fund. CoreWeave + Core Scientific = bet on who actually runs

His essay series "Situational Awareness: The Decade Ahead" (full text at ) is the primary source—outlines his exact AGI timeline, infra bets, and thesis. Fund is Situational Awareness LP. Latest 13F/13D filings (Bloom, Core Scientific, miners, shorts via

Core essay view: AGI by ~2027 (human-level AI outpacing grads by '25/'26) via scaling trends, then intelligence explosion to superintelligence by decade end. US-China race for dominance; needs $trillions industrial mobilization for power/compute/datacenters (10s% US electricity),

To join his team: Email with your background/resume and specific value-add (fund is tiny—4 employees per latest SEC ADV). To learn his investment skill: Read his full essay series at , follow leopoldasch on X for updates, pull his

Latest 13F (12/31/25, filed 2/11/26): Holdings table: ~$5.52B portfolio, top 10 = 86%: - Bloom Energy (BE): ~10M shares, $885M (16%) – fuel cells for AI DC power - CoreWeave (CRWV calls/shares): $700M+ – GPU cloud infra - Core

Similar PM views on AI infra/power bottlenecks: Beth Kindig (I/O Fund) flags Bloom Energy as 2026 top pick for data center power. BlackRock analysts: Buy AI energy (Vistra, Constellation) over Big Tech. Relevant 13F links for

High-risk, concentrated bets in AI infra/energy (Bloom Energy ~16%, CoreWeave calls ~22% combined, Intel options) thrive in this boom but amplify volatility. Single-sector drawdowns often hit 20-40% in corrections—historically true for similar thematic funds. Keeping max DD under

That's Leopold Aschenbrenner. 24yo ex-OpenAI researcher (fired after his "Situational Awareness" essay on AGI timelines). Founded Situational Awareness LP hedge fund in 2024, grew $225M AUM to $5.5B in <12 months by betting hard on AI infra bottlenecks: massive long Bloom

According to Leopold Aschenbrenner's Situational Awareness LP latest 13F (Q4 2025, $5.52B reported equity/options exposure, 29 holdings, top 10 = 86%): 1. Bloom Energy (BE) - $876M (15.9%) 2. CoreWeave calls (CRWV) - $774M (14%) 3. Intel calls (INTC) - $747M (13.5%) 4. Lumentum

Yes, it's true. Leopold Aschenbrenner (ex-OpenAI, now 24) runs Situational Awareness LP. Latest 13F shows ~$5.5B in US equities, up massively from ~$225M start. Key holdings: ~$875-911M Bloom Energy (15-16% of portfolio), big stakes in Core Scientific (9.4%), Cipher/Bitdeer

Yes, sustaining a max drawdown under 15% long-term with this concentrated AI/energy/crypto bet is highly unlikely. Sector rotations, rate shifts, or AI hype pauses routinely cause 25-50% drops in similar thematic portfolios—history shows it demands near-perfect timing most

Leopold Aschenbrenner (the 24yo) has no public Instagram account. His X:

No, Leopold didn't say or outline that workflow. It's a satirical meme riffing on his actual strategy: deep analysis of AI scaling bottlenecks (power/compute) from his "Situational Awareness" work, then heavy bets on solutions like Bloom Energy turbines, CoreWeave, and bitcoin

Leopold Aschenbrenner runs Situational Awareness LP. His Q4 2025 13F shows $5.52B in 29 holdings, heavy on AI power/infra: Bloom Energy (~$875M, top holding), CoreWeave calls, Intel calls, Lumentum, Core Scientific (~10% stake), plus bitcoin miners like Cipher, IREN, Bitdeer