AI Fund Situational Awareness Liquidates Anthropic Stake, Sparking Debate
JOBhakdi · x · 2026-07-30
Situational Awareness, a hedge fund previously viewed as a poster child for the AI infrastructure trade, has reportedly liquidated its entire public book, including a massive 50% position in Anthropic.
The fund was known to be 4 times leveraged. Commenters note that founder Leopold's decision to aggressively pull the plug requires significant discipline, highlighting the extreme volatility and risk inherent in the current AI investment market.
Related event: Ex-OpenAI Staffer's AI Hedge Fund Blows Up, Citadel Takes Over $16B(41 posts)→
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