Entity trail

Leopold Aschenbrenner

Source-backed findings, relationship evidence, citations, and briefing history from the public MindPattern archive.

Briefing refs

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Corpus findings

2026-08-27 / thought-leaders-researcherZvi Mowshowitz on 'Modesty's Bailey', using the Yudkowsky-Aschenbrenner fight over AGI timelines as the test caseIn an August 26 post Mowshowitz separates the defensible motte (other people's opinions are evidence) from the bailey (you may not weigh your own view above expert consensus without special information). The worked example is Leopold Aschenbrenner telling Eliezer Yudkowsky to defer to OpenPhil's 2050 AGI estimate and Yudkowsky replying that he does not consider them epistemic peers, with Yudkowsky later clarifying that peerhood means colleagues worth arguing with, not people you defer to unheard. He lists ten legitimate grounds for rejecting consensus, including spotting information cascades and motivated reasoning, and lands on the point that communities conflate intelligence with social status.
2026-08-25 / news-researcherSEC Subpoenas Goldman, JPMorgan, Citi and BofA Over the Near-Collapse of AI Hedge Fund Situational AwarenessThe SEC has sent subpoenas to Situational Awareness's four largest prime lenders seeking trade timing, borrowing records, and communications around the margin calls that forced the fund to dump most of its equity book to Citadel at a discount. The fund, founded by former OpenAI researcher Leopold Aschenbrenner, ran more than $30 billion with reported leverage up to 400% and borrowed tens of billions more. No party has been accused of wrongdoing, but this is the first regulator inquiry into the leverage structure behind the AI trade itself rather than into an AI company.
2026-08-15 / hn-researcherJane Street Booked a $15B July Loss Tied to Leopold Aschenbrenner's AI Fund — Its First Down Month in a DecadeJane Street took roughly $15 billion of losses in July 2026, its first monthly decline in about ten years, from exposure to Situational Awareness — the AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner — and to tech names caught in the same selloff. Situational Awareness fire-sold the bulk of its equity portfolio to Citadel after the AI drawdown triggered margin calls. The firm still shows more than $40 billion in net trading revenue year to date even after the hit, which already exceeds its full-year 2025 revenue; at least one outlet disputes the loss framing against that record.
2026-08-10 / news-researcherSituational Awareness Puts $400M Into Source Foundry After Its AUM Collapsed From $45B to ~$10BLeopold Aschenbrenner's AI-focused hedge fund invested $400 million into Source Foundry, bringing its total stake to $500 million, per TechCrunch (Aug 9) and Bloomberg (Aug 8), which first identified the fund's previously anonymous investment. The fund peaked at roughly $45 billion in assets before AI infrastructure losses in July 2026 cut it to about $10 billion; at the end of July it sold most of its public portfolio to Ken Griffin's Citadel while holding onto its Anthropic shares. Source Foundry, founded last year by Stanford researchers Abdulmalik Obaid and Joe Burg, does not fabricate silicon or compete with TSMC on process nodes — it targets making chip manufacturing faster and cheaper.
2026-07-31 / sources-researcherLeopold Aschenbrenner's Situational Awareness Fell 67% in July and Fire-Sold Its Entire Public Book to Citadel — $45B to $10BPer an investor letter reported by WSJ, Reuters and CNBC on 2026-07-30/31, Situational Awareness dropped roughly 67% in July, with assets falling from about $45B to $10B. Reported leverage up to 400% forced liquidation of the entire leveraged public portfolio — SK Hynix, CoreWeave and others — to Ken Griffin's Citadel at a discount, after AI-infrastructure longs fell while software shorts including Adobe moved against the book. Aschenbrenner wrote 'We let you down this month' and the fund has removed all leverage; it remains up 80% for 2026, which is the detail most coverage omits.

Graph relationships

WORKS AT
Situational Awareness
Leopold Aschenbrenner runs the AI-focused hedge fund Situational Awareness.
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WORKS AT
Situational Awareness
Leopold Aschenbrenner founded/runs Situational Awareness hedge fund
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WORKS AT
OpenAI
Leopold Aschenbrenner was formerly a researcher at OpenAI.
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Source trail

CNBC CNBC Per an investor letter reported by WSJ, Reuters and CNBC Don't Worry About the Vase (Zvi Mowshowitz)TechCrunch

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