被OpenAI开除的00后搞投资，700%回报率降维暴击华尔街

Core Insights - A 23-year-old named Leopold Aschenbrenner has rapidly grown his hedge fund, Situational Awareness, to manage $1.5 billion in assets within a year, achieving a remarkable 47% return in the first half of the year, significantly outperforming Wall Street averages [1][4][5]. Fund Overview - The fund, Situational Awareness, was founded in mid-2022 in San Francisco and focuses primarily on AI-related investments, particularly in AI semiconductors, infrastructure, and energy companies, while also investing in a few startups like Anthropic [4][5]. - The fund's return of 47% during the first half of 2023 starkly contrasts with the S&P 500's return of 6% and the technology hedge fund index's return of 7%, marking a 700% outperformance compared to the average Wall Street performance [4][5]. Investment Strategy - Leopold's investment strategy is straightforward, emphasizing an "ALL in AI" approach, with plans to hedge risks through smaller short bets against industries potentially disrupted by AI [5][6]. - The fund has attracted notable investors, including Patrick and John Collison (founders of Stripe) and Daniel Gross (from Meta's superintelligence team), indicating strong backing and credibility in the investment community [6]. Background of the Founder - Leopold Aschenbrenner, originally from Germany, graduated from Columbia University at 19 with degrees in mathematics, statistics, and economics. He briefly worked at OpenAI before being dismissed due to a security leak [6][8]. - His controversial report titled "Situational Awareness," which predicted the arrival of AGI by 2027, gained significant attention and laid the foundation for his investment philosophy [6][8].