Guest

Leopold Aschenbrenner

Organizations

Situational Awarenessfounder, chief investment officer

Mentions

Leopold Aschenbrenner's Situational Awareness hedge fund 13F reveals massive semiconductor puts and long Nvidia position

Leopold Aschenbrenner's Situational Awareness hedge fund hits $20B AUM, up 270% after fees — Jane Street invests

SK Hynix eyes $28B Nasdaq listing — one of the largest-ever US offerings by an Asian company

Situational Awareness hedge fund forced to unwind after AI infrastructure bets collapse — Citadel steps in

Martin Shkreli breaks down the Situational Awareness collapse: leverage math, margin calls, and Ken Griffin's shadow banking role

Leopold Aschenbrenner's LP letter: down 67% in July, still up 80% YTD, fund survives

Numerai founder Richard Craib: Situational Awareness's mistake was volatility, not leverage

Google DeepMind CEO Demis Hassabis steps down, Jeff Dean exits after 27 years to start new AI lab

Situational Awareness bets $400M on stealth chip startup Source Foundry after unwinding public book

VARRA AI fund rumored to have blown up as AI trade rotates out of CoreWeave and semis