Anthropic remains a significant private AI position held by the Situational Awareness fund.
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The creator discusses the collapse of Leopold Aschenbrenner's AI-focused hedge fund, Situational Awareness,...
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The creator discusses the collapse of Leopold Aschenbrenner's AI-focused hedge fund, Situational Awareness, due to excessive leverage and margin calls, and how Ken Griffin's Citadel acquired the fund's public equity portfolio at a discount.
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Micron was a major holding in the Situational Awareness fund that experienced a significant price drop.
CoreWeave was a major holding in the Situational Awareness fund that experienced a significant price drop.
SK Hynix was a major holding in the Situational Awareness fund that experienced a significant price drop.
Nebius was a major holding in the Situational Awareness fund that experienced a significant price drop.
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