How AI’s Energy Problem Could Make You Rich

Buying the “backbone” of the AI revolution…

The most successful AI hedge funds are run by people who actually built the technology.

Take Leopold Aschenbrenner. He’s a former OpenAI researcher who left to start Situational Awareness, an AI-focused hedge fund backed by heavy hitters like the billionaire founders of Stripe and GitHub’s former CEO. In the first half of this year alone, his fund returned 47% after fees, crushing the S&P 500 and most other hedge funds.

As we've talked about before, most hedge funds don't even beat the market. That means Situational Awareness is in a league of their own. And like with all leading investors, I keep close tabs on what they're investing in.

After all, who better to identify the winners in artificial superintelligence than the people who built it?

As I went through Aschenbrenner’s holdings, I noticed we already had a good amount of overlap in the TikStocks Portfolio. That overlap is a big reason why we’ve more than doubled the S&P 500’s return over the last year.

But there was one major theme in his portfolio we hadn’t touched yet. And I believe it’s going to be critical to capturing the next leg of the AI boom.

That’s why in today’s update, we’re adding this position and one other AI-play to the portfolio.