Situational Awareness LP is an investment firm specializing in Artificial General Intelligence (AGI). Founded by former OpenAI researcher Leopold Aschenbrenner, the fund focuses on investing in companies that provide the physical infrastructure for AI, such as power generation, data centers, and semiconductor supply chains. It also holds significant positions in Bitcoin mining companies that are pivoting to AI workloads. The firm's strategy is based on the thesis that the demand for AI compute will explode, driving massive investment in infrastructure.
