Before OpenAI / situational-awareness he made a lot of money on societal-shift type investments and shorts during the lead up to Covid economic impacts.
His "main thing" is success in calling economic impacts of undervalued large shifts, and the premise of the fund is basically that the same thing is occurring around AI, where he also has specific subject matter expertise.
Well, I don't buy it. There's probably a lot of people who picked out those trends, after all they are just what's in the news. Most of them didn't get 45B to invest.
I'm going to need better evidence to believe he has any skill.
From what I can see, his investors could have just bought AI related stocks themselves.