OpenAI fired this 23-year-old from their Superalignment team.
— Renç Korzay (@renckorzay) August 29, 2025
But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year.
He says maybe ~200 people in SF understand what's *actually* happening in AI right now.
Here's his thesis: 🧵 pic.twitter.com/tTDUlChuwP
The AI “report”
https://a.tldrnewsletter.com/web-version?ep=1&lc=ede4ca28-74b8-11ed-a4ea-5b09002d63dd&p=a67ae2e8-49f9-11f1-8328-...