' Hey, Linas here! Every day, I break down 3 stories shaping the future of FinTech & Artificial Intelligence - plus the money movements and trends worth tracking. First time here' 370k+ FinTech and AI leaders get this daily. Join them: Leopold Aschenbrenner is either the most important investor no one on Wall Street has heard of, or the most dangerous kind of genius: one who might actually be right. In the twelve months following the launch of his hedge fund, Situational Awareness LP, in September 2024, he grew its disclosed U.S. equity exposure from roughly $225 million to $5.52 billion ' He did it without owning a single share of Nvidia, Microsoft, Amazon, Google, or Meta. His largest position was in a fuel-cell company. His second-largest was call options on a GPU cloud startup most investors had never heard of. His third-largest was call options on a chipmaker Wall Street had largely written off. This is not a story about luck. It is a story about what happens when a mind...
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