Ngokombiko we-CNBC wakwamanye amazwe izolo, isikhwama se-hedge se-AI i-“Situational Awareness”, esasungulwa ngumcwaningi wangaphambili we-OpenAI uLeopold Aschenbrenner, sibhekene nenkinga enkulu, njengoba usayizi waso wehle usuka ku-$45 billion (inani lokushintshisana lamanje lilingana cishe no-¥304.42 billion) waya cishe ku-$10 billion (inani lokushintshisana lamanje lilingana cishe no-¥67.649 billion).
Eminyakeni emibili eyedlule, uLeopold wathi ungomunye wabantu abambalwa emhlabeni abaqonda ngempela ikusasa. Wake washicilela iphepha elinamakhasi angu-165, elaba yincwadi okwakudingeka ifundwe eSilicon Valley, naye wabhekwa njengomprofethi wenkathi “yobuhlakani bokwenziwa obudlula obomuntu”.
Nokho, kusukela kuleli sonto, ukubona kwakhe ikusasa kubhekene novivinyo olunzima. Isikhwama se-hedge se-AI asiphethe, i-“Situational Awareness”, sibhekene nenkinga enkulu ngenxa yokuwa kwamasheya ezinkampani zama-semiconductor kanye nengcindezi ye-Wall Street yokuthi kwengezwe imali yesibambiso. Ekuqaleni kwale nyanga, usayizi walesi sikhwama wake wafinyelela ku-$45 billion.
Ngokusho kwabantu abanolwazi ngodaba, uLeopold waphoqeleka ukuba athengisele uKen Griffin weCitadel zonke izikhundla zakhe zamasheya ezazithengwe ngesikweletu, kuhlanganise ne-SK Hynix ne-CoreWeave, kwaze kwaba yilapho usayizi wempahla yesikhwama wehla waya ku-$10 billion.
Ukukhuphuka kukaLeopold ngokushesha nokuwa kwakhe okukhulu kudonse ukunakwa okukhulu eWall Street nasembonini yezobuchwepheshe, futhi usebe yisibonelo esigqame kakhulu sokwehluleka ngesikhathi sokushisa kwe-AI.
Abanye abagxeki bathi ngaphambi kokusungula isikhwama ngoJulayi 2024, uLeopold wayengenalo nhlobo ulwazi lokuphatha izimali. Ekuqaleni komsebenzi wakhe, wake wajoyina i-FTX, inkundla yokushintshanisa imali ye-crypto eyavalwa kamuva, wasiza uSam Bankman-Fried, osedume kabi namuhla, ekuphatheni amaphrojekthi okusiza umphakathi esithabathabeni esiphezulu eBahamas.
Ngesikhathi esifanayo, abanye abahwebi nabasebenzi bamabhange okutshalwa kwezimali bathi i-“Situational Awareness” yayisebenzisa isikweletu esifinyelela ku-400%, ngakho ukuwa kwayo kwakungamangalisi. UJerry Diao, ophethe inkampani yokuqeqesha abatshalizimali yase-Wall Street, wathi: “Abantu abaningi babecabanga ukuthi lokhu kubhidlika kwakuyindaba yesikhathi kuphela. Mhlawumbe wayeqinisile ekwahluleleni kwakhe umkhuba wesikhathi eside we-AI, kodwa ekutshalweni kwezimali ezimakethe zomphakathi, kufanele uzilungiselele ukubhekana nokuguquguquka kwesikhathi esifushane.”
Okuyindida ukuthi uLeopold useqome uAvital Balwit, umphathi wehhovisi likaDario, i-CEO ye-Anthropic, futhi bahlela ukubamba umshado kule mpelasonto.
ULeopold wazalelwa eJalimane, bobabili abazali bakhe bengodokotela. Kusukela ebuntwaneni wabonisa ithalente elikhulu kakhulu ezibalweni nakukhompyutha, wagxuma amabanga esikoleni izikhathi eziningi futhi waphothula esikoleni esiphakeme eneminyaka engu-15. Ngemva kokungena e-Columbia University, wadonsa ukunakwa ngenxa yephepha lezemfundo elalinesihloko esithi “Existential Risk and Growth” (Ingozi Yokuphila Nokukhula).
Ngokuchazwa ngabafundi ayefunda nabo, uLeopold wayengumuntu othanda ukuziphatha njengengane kancane futhi ebonakala engakhululekile kwezokuxhumana nabantu.
Ngemva kokuphothula izifundo ngo-2021, wajoyina inhlangano esiza umphakathi i-Future Fund eyayingaphansi kwe-FTX. Ngo-2023, wajoyina ithimba le-OpenAI elalisebenzela ukuqondanisa okuphezulu, ngaphansi kobuholi bukaIlya Sutskever, lapho ayecwaninga khona ukuthi izinhlelo ze-AI zingahambisana kanjani nezithakazelo zabantu.
Ngemva kokungenwa ngabaduni ohlelweni lwangaphakathi lwe-OpenAI, wathumela imemorandamu ebhodini exwayisa ngokuthi izinyathelo zokuphepha zale nkampani zazinganele ukuvimbela imisebenzi yezinhloli zakwamanye amazwe. Ngo-2024, i-OpenAI yamxosha, ithi wabelane ngolwazi oluyimfihlo ngendlela engafanele.
Emasontweni ambalwa ngemva kokushiya i-OpenAI, uLeopold washicilela iphepha elalithi ubuhlakani bokwenziwa obujwayelekile (AGI) bungafika eminyakeni embalwa, nokuthi ohulumeni bamazwe babubukela phansi kakhulu ub速esha bokuthuthuka kwe-AI. NgoJulayi 2024, waqala ukuqongelela imali yokuqala yesikhwama sakhe se-hedge; ngaphambilini kwakuke kwasabalala amahlebezi okuthi wayethole ukutshalwa kwezimali okungu-$250 million (inani lokushintshisana lamanje lilingana cishe no-¥1.691 billion).