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)

<a href="https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f?st=vuHNE6&amp;reflink=desktopwebshare_permalink"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260731/i13.jpg" vspace="4" /></a> <p><a href="https://www.techmeme.com/260731/p13#a260731p13" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> <a href="https://www.wsj.com/">Wall Street Journal</a>:<br /> <span style="font-size: 1.3em;"><b><a href="https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f?st=vuHNE6&amp;reflink=desktopwebshare_permalink">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</a></b></span>&nbsp; &mdash;&nbsp; Leopold Aschenbrenner's hedge fund backed out of deal to sell $3.5 billion of Anthropic shares&nbsp; &mdash;&nbsp; Leopold Aschenbrenner's hedge &hellip; </p>