BREAKING: Ex-OpenAI researcher Leopold Aschenbrenner’s (@leopoldasch) Situational Awareness Fund tops $1.5B and posts +47% in H1 ’25. He turned his viral Situational Awareness essay into one of the fastest-growing hedge funds on record. The fund is long the AI supply chain: semiconductors, data centers, and the power grid. Aschenbrenner calls the firm a “brain trust on AI,” built to front-run what he predicts will be AGI by 2027 and the trillion-dollar infrastructure buildout that follows.