Leopold Aschenbrenner: Nebius Stake, Situational Awareness Fund, and AI Safety Views
Synthesis history
6 versions, newest first.
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Version 6 2026-06-05 03:05 UTC · 124 items
A 13G filing (distinct from the 13F filings previously cited) confirms IREN as a second major Situational Awareness LP holding, with Nebius worth 3.7 times the IREN position by value [^25091][^25092]. IREN separately cl…
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Version 5 2026-06-04 02:20 UTC · 114 items
No new substantive developments this pass. The new items are almost entirely retweets of the original burrytracker breaking-news post, extending the social media amplification cycle through June 3 without introducing ne…
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Version 4 2026-06-02 18:45 UTC · 92 items
Two substantive additions this pass. First, independent portfolio trackers (stockcircle, hedgefollow, linas substack) are independently computing Situational Awareness LP's AUM at $5–5.5B from 13F data [^23676][^3412][^…
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Version 3 2026-06-01 08:13 UTC · 70 items
New items this pass are primarily amplification: additional retweets of the burrytracker disclosure post, a Motley Fool article, a YouTube short, and Reddit community engagement deepened the existing social media satura…
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Version 2 2026-05-31 18:49 UTC · 58 items
Nebius reported 684% revenue growth driven by booming data-center demand [^22721], adding business fundamentals that strengthen the investment thesis independent of Aschenbrenner's endorsement. Milk Road AI extended its…
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Version 1 2026-05-31 02:13 UTC · 46 items
Leopold Aschenbrenner — a former OpenAI researcher fired in 2024 who claimed it was retaliation for raising safety concerns [^22701][^22702] — disclosed a 5.6% stake in Nebius Group (NBIS) through his Situational Awaren…