Situational Awareness

Hedge Fund

Situational Awareness LP is a San Francisco-based hedge fund investing in public equities impacted by AI development.

San Francisco, United States · 2+ investments · 2 portfolio companies

Public
Artificial Intelligence
Headquarters
San Francisco, United States
Founded
2024
AUM
$5.5B
Portfolio Companies
2
Total Investments
2
Last Investment
Feb 2026
Geographic Focus
Global

Investment Thesis

Believes AI will drive global market returns over the next decade; invests in AI tech developers and companies positively or negatively impacted by AI.

Situational Awareness is a Hedge Fund firm based in San Francisco, United States. It has made 2 investments, including Fluidstack and MatX. Focus areas include Artificial Intelligence.

Portfolio2

Co-investors9

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9 co-investors across 10 shared portfolio companies — who they back alongside, and how often they lead.

Venture Capital ×9 · 2 shared rounds

Investment History

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