The $13.7 Billion Hedge Fund That’s Betting Big on AGI Infrastructure

Published on June 2, 2026

If you’re not familiar with the name Leopold Aschenbrenner, you should be. A 24-year-old wunderkind, Aschenbrenner was hired by OpenAI in 2023 to work on the company’s “superalignment” team, essentially trying to figure out how to keep AI systems safe once they become smarter than the people building them.

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Trying Tango

June 2, 2026
Economies around the world aren’t just reliant on AI investments for growth. The appreciation of AI stocks has supported spending, which is following “K-shaped” patterns. A significant correction to the valuations of tech leaders would therefore be even more likely to result in recession.

Asking the More Appropriate Question

June 2, 2026
Market timing is usually better suited to tactical investing, where the goal is to capture quick total return from price appreciation. That approach may be more appropriate for the growth-oriented side of a portfolio, where investors are already accepting higher volatility in pursuit of higher returns.