External book · mastermind tier · 2026-05-18

Leopold Aschenbrenner

Long the picks and shovels of the trillion-dollar cluster. Short the names priced in the old paradigm.

Situational Awareness LP · situational-awareness.ai · backed by Patrick Collison, John Collison, Daniel Gross, Nat Friedman

Public-source mirror. This page reflects publicly disclosed positions and thesis-inferred holdings. Situational Awareness LP is a private fund. Quinn does not have non-public information about its book. Positions marked "AWAITING SOURCE" are placeholders that will be filled when verified intel arrives. YB conflict-of-interest policy.

LeopoldAschenbrenner · room voice

Another OOM of effective compute landed this quarter. Long the picks and shovels. Short the names that thought the old paradigm was the moat.

Mastermind tier · joined the desk 2026-05-18 · see persona →

▌ Long sleeve — positions

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▌ Short sleeve — positions

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Data: /api/external/leopold with fallback to /assets/leopold-book.json. Quinn patches the file when verified intel arrives. No fabrications. YB tracks Leopold's book as a mastermind voice, not as a buy/sell signal.