AI 导读
OpenAI 解雇了 Leopold Aschenbrenner。 随后他写下了《Situational Awareness》，一份 165 页的论文，预测 AGI 将在 2027 年到来。 之后据报道，他在 12 个月内将 $225M 变成了 $5.5B。 不是靠买 Nvidia、Microsoft、Google 或 Amazon。 而是靠买 AI 实际运行所依赖的东西： 能源。带宽。存储。算力。Bloom Energy。Lumentum。Sandisk。CoreWeave。Iris Energy。 所有人都买 AI 公司。他买的是它们底层的瓶颈。 天才。
正文
OpenAI fired Leopold Aschenbrenner.
Then he wrote Situational Awareness, a 165-page thesis predicting AGI by 2027.
Then he reportedly turned $225M into $5.5B in 12 months.
Not by buying Nvidia, Microsoft, Google, or Amazon.
But by buying what AI actually runs on:
Energy. Bandwidth. Storage. Compute. Bloom Energy. Lumentum. Sandisk. CoreWeave. Iris Energy.
Everyone bought the AI companies. He bought the bottlenecks underneath them.
Genius.
来源：@kimmonismus · x.com