Leopold Aschenbrenner
German investorWikipedia
84
MENTIONS
51
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47
PODCASTS
Search complete. 84 mentions across 51 episodes found for "Leopold Aschenbrenner".
Oct 28, 2026
CJ GettelfingerHOST
Is this another one of those maybe forced liquidations of some levered positions again? Right.
CJ GettelfingerHOST
We saw Leopold get kind of liquidated earlier in July when he had a lot of the options and high levered semiconductor plays.
CJ GettelfingerHOST
And we saw the exact same thing happen in July and the market sold off really heavily.
CJ GettelfingerHOST
And then what happened? Well, the last week of July came out the hyperscaler earnings.
Tyler ShervenHOST
Well, it's interesting when you bring that up because, you know, when you say fear index, right, folks listening, right? That's the VIX, the volatility index.
Tyler ShervenHOST
And as CJ mentioned, that's right at about 18 right now.
Tyler ShervenHOST
And highest level today since July, like you'd measure with Leopold Aschenbrenner.
Tyler ShervenHOST
A rough patch there, of course.
Merryn Somerset WebbHOST
Now, during our conversation, we get into everything from the price of GPU rental to whether restaurants are going to be overwhelmed or your agents trying to get the best tables.
Merryn Somerset WebbHOST
But before all that, we start off where we left off last time we had Steve on the show with situational awareness.
Merryn Somerset WebbHOST
Steve, welcome to Merrin Talks Money.
Steve HouGUEST
Yes, that's right.
Steve HouGUEST
Thank you for having me back, Mary.
Merryn Somerset WebbHOST
It's a pleasure.
Merryn Somerset WebbHOST
Anyway, back then, the last thing that Steve said to us that we should all read is something called situational awareness, which is kind of a pamphlet.
Merryn Somerset WebbHOST
I would go so far as to call it a book.
Mike JohnsonGUEST
It's not just blindly following and throwing the capital at it.
speaker_0NARRATOR
What was it yesterday I heard in the office? Somebody said, is that the Leopold effect? What was it that was going on that somebody thought that Leopold was back in action? What was that?
James DupreeGUEST
Well, he's been buying call options.
James DupreeGUEST
Like he bought $14 million in CoreWeave calls, bought more Intel calls.
James DupreeGUEST
had his own hedge fund, and he worked at OpenAI, and his wife works at Anthropic.
James DupreeGUEST
So he has a lot of knowledge.
speaker_0NARRATOR
What's his last name? Leopold.
James DupreeGUEST
Aschenbrenner.
Adrian MorrisGUEST
Because we have LLMs, we have robotics, we have a lot of different things that are dependent upon AI that are still coming in the pipeline that people just aren't aware of.
Jody FlournoyHOST
The thing we have is, I think we saw with Leopold Aschenbrenner, we've mentioned several times, Situational Awareness Fund.
Jody FlournoyHOST
Ken Griffin came and ate his lunch.
Jody FlournoyHOST
Because of leverage, right? He was over leveraged on a lot of AI names, AI build out.
Marc BarnesHOST
AI or not, right? You could also, you could put it
Alex DenleyHOST
another way, because the horizons that Dario Amadei and the rest of Leopold Aschenbrenner and his situational awareness essay The rest of these guys, they have this like, yeah, in Machines of Love and Grace, the essay by Dario, we're going to solve biology.
Alex DenleyHOST
People are going to live to 140.
Alex DenleyHOST
It's like, well, how much – 150.
ThreadguyHOST
Then insert and start the story of Ken Griffin being the guy you fucking call if your fund is blowing up.
ThreadguyHOST
Fast forward 20 years later, Leopold Aschenbrenner, situational awareness, panic mode.
ThreadguyHOST
They have no out.
ThreadguyHOST
The market is hunting them.
Jeremy SiegelHOST
Actually, on a relative basis, Russell value relative to Russell growth.
Jeremy SiegelHOST
And I know there's some, you know, the... and exactly some of the, how those engines are constructed, but it's almost back to that Leopold Lowe, you know, situational awareness and Aschenbrenner had to sell out there.
Jeremy SiegelHOST
So that really sharp move.
Jeremy SiegelHOST
This might be surprising.
Don VandenbordHOST
And this point where I'm at right here.
Don VandenbordHOST
This was what we call, not so affectionately in the in-house, but it was the Leopold low when Leopold Aschenbrenner's hedge fund got liquidated for basically everything.
Don VandenbordHOST
And we are back approaching those lows again after making higher highs twice, rallying a little bit, giving a little bit of optimism to people that invest in growth stocks.
Don VandenbordHOST
But going back at the beginning of October, which is typically a bullish month, it hasn't been bullish at all for AI stocks.
Don VandenbordHOST
And this point where I'm at right here.
Don VandenbordHOST
This was what we call not so affectionately in the in-house, but it was the Leopold low when Leopold Aschenbrenner's hedge fund got liquidated for basically everything.
Don VandenbordHOST
And we are back approaching those lows again after making higher highs twice, rallying a little bit, giving a little bit of optimism to people that invest in growth stocks.
Don VandenbordHOST
But going back at the beginning of October, which is typically a bullish month, it hasn't been bullish at all for AI stocks.
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