A $20B AI fund was forced to dump everything. Citadel bought it all.
Be Leopold Aschenbrenner
- 2023
- 22 years old
- leaves OpenAI
- writes Situational Awareness
- predicts AI will change everything
- bets his career on it
- 2024
- launches Situational Awareness Fund
- concentrated bets on semis, memory, energy, data centers, AI miners
- 4x leverage
- fund grows to $20B AUM
- through June 2026
- net returns: +439%
- looks like a genius
- July 2026
- AI chip stocks crater
- Korea's KOSPI crashes 11%
- margin calls hit
- forced to dump the entire public portfolio
- $16B in one block trade
- Citadel takes the other side
- Ken Griffin buys the whole book
- same day
- every stock he sold rips 13-27%
- IREN, CLSK, CORZ, CRWV all pumping
- the firm that helped spook the market with hawkish Fed fears
- then bought the forced seller at the bottom
the AI prophet called the future correctly
and still got margin called out of it
💀
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gpt-6-astra just appeared in Codex.
two variants spotted:
- gpt-6-astra - base flagship, ChatGPT/API/Codex general availability
- gpt-6-astra-aeon — long-horizon tier, days-long multi-agent runs, 38-minute reasoning
release is close
👀
GPT-6 Astra pricing just leaked.
- API input: $10/1M tokens
- API output: $50/1M tokens
- 2.5x more expensive than GPT-5.6 Sol
rollout:
- Phase 1: Daybreak Access orgs — live today
- Phase 2: Plus, Pro, Business, Enterprise + API
cyber capabilities gated to 12 companies only:
- Cisco, Cloudflare, Palo Alto, CrowdStrike, Sophos, Akamai
- Accenture, IBM, EY, KPMG, PwC, Capgemini
the most powerful AI ever released
and the hacking features are only available to 12 companies
👀
GPT-6 Astra is not launching for the public today.
here are the only companies getting access right now:
Cisco, Cloudflare, Palo Alto, CrowdStrike, Sophos, Akamai, Accenture, IBM, EY, KPMG, PwC, Capgemini
everyone else waits.
GPT-6 Astra benchmarks just dropped.
it's not close.
- FrontierMath Tier 4: Astra 97.6% vs Fable 5.1 87.8%
- BenchCAD: Astra 95.9% vs Fable 5.1 84.3%
- DeepSWE v1.1: Astra 74.1% vs Fable 5.1 67.4%
- GPQA Diamond: Astra 96.0% vs Fable 5.1 93.7%
- AutomationBench: Astra 41.4% vs Fable 5.1 31.4%
- ExploitBench: Astra 100%
Fable 5.1 is Claude's best model right now
Astra beats it on every benchmark they both ran
ExploitBench is the one to watch
100% on autonomous exploit generation
👀
gpt-6-astra just appeared in Codex.
two variants spotted:
- gpt-6-astra - base flagship, ChatGPT/API/Codex general availability
- gpt-6-astra-aeon — long-horizon tier, days-long multi-agent runs, 38-minute reasoning
release is close
👀
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