#The State of AI Safety in 4 Fake Graphs

OpenAI closed a $110 billion private round at a $730 billion pre-money valuation, dwarfing previous records. Key investors: Amazon ($50B, including AWS compute commitments), Nvidia ($30B), SoftBank ($30B). The funds target massive infrastructure scaling—think 2GW of AWS Trainium for training and 3GW of Nvidia inference capacity. As OpenAI put it: "Frontier AI moves from research into daily use at global scale." Round remains open for more. Sources: tech crunch

Raised $30B in a Series G at a $380B valuation, with over 30 investors including Founders Fund, Coatue, and Nvidia. The funds aim to accelerate safe AI research and deployment, with whispers of a 2026 IPO on the horizon. Between the DoD fight and Claude Code, Anthropic is doubling revenue every 4 months, now at $20B/month.

Sources: tweet, revenue, anthropic downloads, ramp analytics

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