This OpenAI Researcher-Turned-Hedge Fund Manager Is Long Intel and Short Nvidia, TSMC, and Broadcom. Is a Changing of the Guard on the Horizon?

In 2023, he joined OpenAI as part of the Superalignment team tasked with cutting-edge research pursuing artificial general intelligence (AGI). Aschenbrenner was known to push buttons at OpenAI and was fired in 2024 over an allegation that he leaked sensitive information to third parties. Aschenbrenner denied this, claiming that he had shared hypothetical scenarios related to safety and AGI with outside parties as part of a brainstorming session, a type of activity common in Silicon Valley. His Superalignmen ...