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
Meta AI
https://www.reuters.com/business/wall-street-expects-metas-ai-agent-shape-into-new-revenue-engine-2026-09-22