AI Hedge Fund Sold Stocks but Kept Its Anthropic Stake — Why
🎧 Prefer to listen? Your browser does not support the audio element. Why would an AI hedge fund sell every public stock it owned but keep its Anthropic stake? That question has been bouncing around my head for a week, and the answer tells you more about where AI money is heading than any earnings call this quarter. The fund is Situational Awareness, run by 25-year-old ex-OpenAI researcher Leopold Aschenbrenner, and after a brutal month it offloaded most of its public portfolio to Ken Griffin’s Citadel while holding every share of its roughly $5 billion Anthropic position. ...