The Hidden Reason Leopold Aschenbrenner's Situational Awareness Fund Was Forced To Unwind
Situational Awareness built major AI infrastructure positions before leverage and market volatility forced the fund to unwind its public portfolio.
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Business is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads.
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The Hidden Reason Leopold Aschenbrenner's Situational Awareness Fund Was Forced To Unwind Why it matters: Business is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads. Sou...
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