Leopold Aschenbrenner — Situational Awareness: $1B → $5.5B

The former Open AI security lead, is making a killing as an hedge fund manager. 2 years ago he wrote Situational Awareness a 160 pages essay on what to expect in the next year. The top key points of Situational Awareness are:

• AGI likely arrives this decade 🚀 (alignment is not solved yet)
• Compute scaling drives AI capability, so AI labs will need to secure infra
• AI progress may accelerate rapidly once AI can do AI research — ℹ️ Read about Karpathy autosearch below!
• Superintelligence could emerge soon after AGI
• AI leadership is a geopolitical race
• The transition period could be unstable and fast

He's now buying Bitcoin mining companies, because they already have two things every AI company is desperate for: power grid access and permits that takes years to get.

Sources: tweet, limitless podcast, Situational Awareness, Nasdaq portfolio