2024年底成立的Situational Awareness LP（SALP）基金，展现出与传统机构截然不同的投资哲学。该基金拒绝分散风险的传统策略，将90%以 上资金集中押注AI产业链核心环节。其投资组合中，芯片巨头博通、算力服务商CoreWeave、电力供应商Vistra等企业占据主导地位，形成覆 盖算力、电力、基础设施的完整生态链。 最具代表性的操作当属对Core Scientific的逆袭投资。这家濒临破产的加密货币矿企，在SALP眼中却是拥有优质数据中心资产的"潜力股"。基 金不仅成为其重要股东，更推动公司向AI计算托管业务转型，完美演绎了"变废为宝"的投资艺术。 当一支成立仅半年的对冲基金以47%的收益率惊艳华尔街，其投资标的全部聚焦于AI领域时，市场目光迅速聚焦于这位年仅23岁的基金创始人 ——Leopold Aschenbrenner。这位曾被OpenAI解雇的00后少年，正以颠覆者的姿态改写金融圈的游戏规则。 Aschenbrenner的学术履历堪称传奇：15岁斩获德国顶级科研竞赛奖项，19岁以哥伦比亚大学全院第一的成绩毕业。在牛津大学研究全球优先 课题期间，他深度接触"有效利他主义"运动， ...

Core Insights - The book "Going Infinite: The Rise and Fall of a Crypto Empire" by Michael Lewis is set to be released in Chinese, providing a comprehensive account of the controversial FTX cryptocurrency empire and its founder Sam Bankman-Fried's dramatic journey from success to downfall [1][3] - The author, known for transforming complex financial events into engaging narratives, had close access to SBF and his team during FTX's peak, capturing many unknown details before the crisis unfolded [1][3] Summary by Categories Book Overview - "Going Infinite" is not just a simple recap of a business empire's rise and fall but serves as a thought-provoking reflection on contemporary issues [3] - The book details how SBF leveraged his mathematical background from MIT and the concept of "effective altruism" to build a business valued at $32 billion in the emerging cryptocurrency sector [3] Key Themes - The work explores critical topics such as innovation and risk in fintech, the cult of founders and corporate governance challenges, the tension between idealistic narratives and commercial realities, and the implications of globalization on financial regulation and cooperation [3] - It also highlights significant flaws and fatal risks within FTX regarding corporate governance, risk management, fund security, and ethical considerations [3] Translation and Cultural Context - The Chinese edition of "Going Infinite" is translated by experts in blockchain and fintech, aiming to present authentic content and professional interpretations relevant to the local context [4] - The publication is deemed to have significant practical implications and enlightening value in the context of the complex and rapidly evolving global economic and financial landscape [4]