90. The Skinny On Panic (!) in the Markets, Ackman's Canceled IPO, and Ballerina Farm

90. The Skinny On Panic (!) in the Markets, A...

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The Biggest Hedge Fund Blow-Up of 2026 EXPLAINED: Situational Awareness

What took Situational Awareness from a $45bn hedge fund down to a $10bn hedge fund in less than a month? Two years ago Leopold Aschenbrenner was a researcher at OpenAI who wrote a 165-page essay about superintelligence. Since then, he raised $225 million seed funding from Stripe ...  Show more

What Just Happened to AI Stocks??

*Note: This episode was recorded before news broke of Situational Awareness' unwind, which gives us much better insight into the pace and magnitude of the move in the Korean markets specifically.* Chips, China, and credit. The three forces tearing through the AI trade right now, ...  Show more

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