31 July 2026

Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (Wall Street Journal)

Wall Street Journal:
Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out  —  Leopold Aschenbrenner's hedge fund backed out of deal to sell $3.5 billion of Anthropic shares  —  Leopold Aschenbrenner's hedge …

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