AI hardwarechip manufacturing
Situational Awareness's $400M Bet on Source Foundry: Desperation or Dawn for AI Hardware?
Embattled hedge fund Situational Awareness is pouring $400M into chip startup Source Foundry. Is this a desperate gamble or a shrewd play in the AI hardware rac
8d ago
AnthropicAI investing
When Your AI Hedge Fund Blows Up But You Still Hold Anthropic Stock
Situational Awareness's public portfolio collapsed under leverage, but its Anthropic stake may be the ultimate long-term bet hiding in the wreckage.
18d ago