BlockBeats News, August 14th: AI investor Leopold Aschenbrenner's Situational Awareness Fund nearly liquidated all its public market equity holdings in late July, retaining only its private equity stake in Anthropic. Reportedly, Citadel, managed by Ken Griffin, took over most of the stock assets sold by the fund.

Situational Awareness, which previously had assets under management reaching $45 billion, significantly reduced its public equity exposure after losses in AI infrastructure-related stocks. With almost all public stocks sold, Anthropic remained the sole core holding that was not touched.

Aschenbrenner reportedly viewed Anthropic's potential IPO as a significant catalyst in an investor letter released in July. Anthropic is one of the world's highest-valued private AI companies, and if it goes public in the future, early investors will have the opportunity to exit and realize gains.

Analysis indicates that Aschenbrenner's decision to retain the Anthropic position after the significant adjustment in AI infrastructure stocks reflects his continued optimism towards Anthropic and the long-term investment logic in AGI. Currently, Anthropic is not publicly traded, and ordinary investors cannot directly trade its stock. The main publicly traded proxies in the market include Amazon and Nvidia, both of which have heavily invested in AI infrastructure.