Breaking: OpenAI fired Leopold Aschenbrenner at 22. Three years later, he manages $5.5 billion
His next 13F files this Friday and the new trades will be posted hereLeopold is quickly becoming one of the best AI investors out thereAnd it started when he got fired from OpenAI in April 2024 for a leaked memo on AI safetyInstead of moving on, he spent 6 months writing a 165-page document predicting AGI arrives by 2027Then he launched Situational Awareness LP. Backed by the founders of Stripe and the former CEO of GitHubHere's what he bought:• Bloom Energy (BE): powers AI data centers. Up ~1,420%• Lumentum (LITE): optical components connecting AI chips at scale. Up ~1,335%• SanDisk (SNDK): storage layer for AI workloads. Up ~3,130%• CoreWeave (CRWV): GPU cloud for AI training and inference. Up ~166%• Iris Energy (IREN): AI-focused compute infrastructure. Up ~585%Every AI model that gets built needs power, somewhere to store data, and compute to run on. He bought all three before anyone else was paying attention
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