/Tech8h ago

Former OpenAI researcher Leopold Aschenbrenner's AI hedge fund Situational Awareness surpasses $20 billion in AUM

An Anthropic stake accounts for 20% of assets.

721.2K72350172K

#282

Original post

Danielle Fong 🔆#282

Negligible Capital@negligible_cap

Jane Street's invested in Situational Awareness, which has now seen AUM increase to over $20B. Leopold's investment in Anthropic also accounts for about 20% of their assets.

"Situational Awareness has gained about 270% after fees this year through May and is up more than 1,000% after fees since inception, one of the people said. One of the fund's most successful bets is a stake in Anthropic that today accounts for about one-fifth of its assets, the person said.

Its investors now include Jane Street, the savvy quant-trading firm that ranks among Wall Street's most profitable, some of the people said. Jane Street's investment in Situational Awareness is particularly notable because the firm rarely allocates capital to outside money managers."

8:02 AM · Jun 8, 2026 · 120.2K Views

/Tech8h ago

Former OpenAI researcher Leopold Aschenbrenner's AI hedge fund Situational Awareness surpasses $20 billion in AUM

An Anthropic stake accounts for 20% of assets.

721.2K72350172K

#282

Original post

Danielle Fong 🔆#282

Negligible Capital@negligible_cap

Jane Street's invested in Situational Awareness, which has now seen AUM increase to over $20B. Leopold's investment in Anthropic also accounts for about 20% of their assets.

8:02 AM · Jun 8, 2026 · 120.2K Views

Sentiment

Positive users praise Leopold Aschenbrenner's conviction and published thesis for driving his AI hedge fund's rapid growth beyond $20B AUM, while negative users dismiss the achievement as luck in a bull market or unoriginal insight.

Pos

83.3%

Neg

16.7%

21 comments with sentiment.

Cluster Engagement

Posts from X

Most Activity

VIEWS38.4KBOOKMARKS26LIKES367RETWEETS16REPLIES43

Anthony Pompliano 🌪@APompliano

Leopold Aschenbrenner now has more than $20 billion in AUM for his AI-focused hedge fund.

Good for him.

He was clearly "early and right," which is exactly the person who should be rewarded for having done the work to understand the opportunity.

6h38.4K36726

Bearly AI@bearlyai

Leopold Aschenbrenner’s Situational Awareness fund now has $20B AUM.

About 1/5th of the fund is in Anthropic, which Leopold started investing in at a $62B valuation (Jane Street co-invested with him and AI startup now worth $965B).

The fund is up +270% YTD and +1,000% since inception (after fees). Leopold launched the fund in June 2024 and is now 24-years old.

Situational Awareness is approaching same fund size as Bill Ackman’s Pershing Square.

6h8.5K4313

蟹Batanaa | AI@BatnaaB75015

@APompliano $20B AUM tells you where smart money is voting. Watching AI infra flows closely - when major capital pivots, on-chain signals follow within weeks.

6h15

kel.@kelxyz_

@negligible_cap This dude really the AI GCR

Woulda said 2021 su, but he doesn't post

6h9779

Milk Road AI@MilkRoadAI

@negligible_cap https://x.com/MilkRoadAI/status/2064025816028373432?s=20 Goat!!

6h5851

Bearly AI@bearlyai

full read here: https://www.wsj.com/finance/stocks/the-24-year-old-ai-wiz-who-counts-jane-street-as-an-investor-1c30d751

6h1871

Atnhany Popmlieno@choecherl1

@APompliano My next transaction

⬇️

6h102

Jimmy Steinberg@0yveyy

@negligible_cap Instead of buying NVIDA in 2023, I read a deep dive on Imax Cambodia and lost all my money.

6h3771

Jeff Greenfeld@JeffiniteVC

@negligible_cap Everyone is a wiz in a bull market

6h2822

Le CHIFFRE@Fredareyouaman

@negligible_cap Dude started with $255M.. Just wow.

7h4471

Hedge@Never_Hedgee

@negligible_cap Leopold didn't invest into Anthropic.

Jane Street bought out SBF's stake during FTX's bankruptcy.

7h3771

Build Up Daily@kaizenpath88

@APompliano Respect the hustle but also let's not pretend early and right on AI was some genius-level insight when half of VC Twitter was saying the same thing by 2022

5h632

Finance & AI Insights@FinanceAI_Pro

@APompliano I was also early. Just... early to sell.

5h1771

The Intelligence Capitalist 🐂 SpaceX 🚀AI Bull 🐂@ai_hyperbull

@negligible_cap Pretty clear signal which IPO he's going for... $4B Pre-IPO should 4-5x in one year

6h490

The BTC Tradesman@HVACBitcoiner

$100M to $20B in 24 months.

Aschenbrenner didn't pump a thesis. He published one — 165 pages, free on the internet, before he raised a dollar.

Most fund managers won't let you see their letters. He let the world see the entire framework.

Conviction beats credentials. Receipts beat resumes. 🟠

6h831

غايب@kaycatt2

@APompliano I read it in your voice as you shouting as usual.. please fix the way you talk bro

6h215

𝙁𝙧𝙤𝙨𝙩@FroITIA

@APompliano congrats leopold big moves

6h541

GIFT ONYINYECHI NWANKWO ( Sales & Marketing Queen)@Gift_O_Nwankwo

@APompliano Going from zero investing experience to running a $20B+ fund in just a couple of years is the definition of "early and right."

5h421

tsunami_crypto@ls_brd

@bearlyai investing in a startup at 62B and now its 965B is insane conviction

guess patience really does pay

6h132

eto@etoeth

@Never_Hedgee @negligible_cap he worked at future fund/ftx foundation im sure he is personally invested. idgi how do people not put two and two together

6h109