Core Insights - A new hedge fund, SALP, founded by 23-year-old Leopold Aschenbrenner, achieved a remarkable 47% return in just six months, significantly outperforming Wall Street averages by 700% [2][20][21] - Aschenbrenner, previously associated with OpenAI, was dismissed for raising concerns about security vulnerabilities, leading him to establish SALP focused entirely on AGI (Artificial General Intelligence) investments [3][12][14] Fund Overview - SALP is characterized as a pure AI-native fund, with 100% of its investments directed towards AI-related opportunities, distinguishing it from traditional funds that diversify across various sectors [4][22] - The fund's assets reportedly exceeded $1.5 billion by 2025, allowing for a concentrated investment strategy in a few high-confidence areas [23][24] Investment Philosophy - SALP operates under a mission-driven philosophy, focusing on AGI and its implications, rather than merely seeking high-growth companies [26][29] - The fund's strategy includes significant investments in AI infrastructure, such as computing power and energy, which are deemed essential for the future of AGI [32][34] Key Investments - SALP's notable investment includes Core Scientific, a cryptocurrency mining company that transitioned to AI computing services, highlighting the fund's ability to identify undervalued assets [3][35] - The fund also holds positions in major chip manufacturers like Broadcom and Intel, as well as energy companies like Vistra, anticipating a surge in demand for power due to AI advancements [35] Future Outlook - Aschenbrenner predicts that AGI could emerge around 2027, with a potential "intelligence explosion" following its realization, which would drastically alter economic and social structures [15][16][29] - The fund's approach is to leverage financial tools for both long and short positions, aiming to profit regardless of market conditions [27][28]

如果 AGI 将在 2027 年实现，你会如何在资本市场押注？ 23 岁的 Leopold Aschenbrenner 已经用 15 亿美元给出了答案。 在人工智能的狂飙年代，许多预测来得轻率，许多赌注带着投机的炽热。但 Aschenbrenner 的判断格外锋利——他预言 AGI（通用人工智能）将于 2027 年前后抵达临界点，而超级智能的崛起也将紧随其后。 他断言这场技术爆炸并非线性爬坡，而是一场指数级的跃迁。"最壮观的技术-资本加速度已经启动，数万亿美元将会流入 GPU、数据中心和电力建设等 产业"。 他创立了 AI 主题对冲基金 Situational Awareness LP（SALP），并在短短半年里交出 47% 的净收益。在资本市场的喧嚣与怀疑声中，这位年轻人以冷静而 集中的押注，成为风暴眼中最受瞩目的名字。 技术爆炸倒计时 过去五年，AI 的智力曲线陡然上扬：从 GPT-2 写出语法正确的空洞句子，到 GPT-4 能解答数学题、通过律师考试、撰写商业计划，智能的边界一次次被 推高。 业内研究者普遍认为，再提升 2 至 3 个数量级的算力（100 到 1000 倍），AGI 就会出现。 换句话说 ...