Claude — Field Evidence
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Claude · Claude · praise
Field note
AI hedge fund Situational Awareness may have sold its public portfolio, but it still has its Anthropic shares — The former OpenAI researcher’s fund was forced to unwind public equities after leveraged public bets plummeted. But he still has cards to play.
collected 2026-07-31original 2026-07-30
Does this shift the US–China race?
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Impact on the index
Funding · minor
US +18
Directional contribution — before recency decay and per-type diminishing returns. How it works →
Related Front
US vs ChinaLikely
U.S. FrontiervsChina Open-Weight
Likely — capability gap narrowing on common tasks
Letters from the Front
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