出品｜虎嗅科技组 作者｜SnowyM 编辑｜陈伊凡 头图｜AI生成 "AI 原生 100" 是虎嗅科技组推出针对 AI 原生创新栏目，这是本系列的第「 18 」篇文章。 当一支新锐基金在短短半年内斩获47%的惊人回报，以超越华尔街平均水平700%的业绩震惊市场， 并且只投"AGI概念"时，很多人听到这个故事都想问一嘴：其背后究竟是何方神圣？ 答案超乎所有人的想象。 缔造这一神话的，既非资深大佬，也非金融世家，而是一位年仅23岁、曾被OpenAI"扫地出门"的00 后少年——Leopold Aschenbrenner。这位学术神童曾在OpenAI Superalignment跟随Ilya Sutskever 共同研究AI安全，却被以"泄密"为由解雇。之后写了一篇长达165页的"宏文"《态势感知》刷爆硅谷 圈。 之后不到一年，他便创立了自己的对冲基金SALP，并迅速将管理规模推升至15亿美元以上。 这支新基金获得了硅谷最顶尖一批大佬的鼎力支持：支付巨头Stripe的创始人Collison兄弟、前 GitHub CEO Nat Friedman以及知名投资人Daniel Gross等都成为了SALP的基石投资者。 ...

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]