Leopold Aschenbrenner

Born in Germany in 2001, he graduated first in his class in Economics and Mathematical Statistics at Columbia University. He joined OpenAI in 2023 and was fired in 2024. Subsequently, he published the paper "Situational Awareness," outlining his fundamental judgment on AI development: the core bottleneck of AI is not in algorithms, but in physical infrastructure (electricity, data centers, computing power supply). In the next decade, a global trillion-dollar computing infrastructure arms race will unfold, and companies that can provide these resources will become the biggest winners.

In the same year, he founded the Situational Awareness fund with an initial size of $225 million. The LPs are Silicon Valley tech giants. The fund bets on AI physical infrastructure—electricity, data centers, computing power supply—with concentrated holdings. Its performance has been explosive, and its current estimated size exceeds $5 billion.

A Silicon Valley legend: "Genius researcher gets fired → AI prophecy book raises funds → Bets correctly on AI physical infrastructure → Performance explodes." A young powerhouse born after 2000, employing a super-growth investment method based on industry foresight.