Smart People React to Situational Awareness Stock Sell Off to CitadelNEWS | 31 July 2026People can't stop talking about the situation at Situational Awareness.
After a meteoric rise, Leopold Aschenbrenner's AI-focused hedge fund, Situational Awareness, was forced to sell most of its publicly traded stock portfolio to Citadel following steep losses on AI-related positions in recent weeks. The fund held onto its private investments, including its stake in Anthropic.
The meltdown of Situational Awareness, once sized at $20 billion, set off a wave of reactions and debate over what it said about investing in the AI space and about Aschenbrenner, a former OpenAI researcher who wrote a famous 165-page essay in 2024 about the future of AI. Many reactions and memes also focused on Ken Griffin, the billionaire founder of Citadel.
Here's what smart people in tech and investing are saying about the situation.Author: More Stories. Kelsey Vlamis. Lloyd Lee. Theron Mohamed. Every Time. Look Out For An Alert In Your Inbox The Next Time. Source
