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E76 - The AI Bubble and the $35 Billion Face Plant
The panel breaks down the dramatic rise and fall of Leopold Aschenbrenner and his AI hedge fund, Situational Awareness. Discover how this 25-year-old "golden child" grew his portfolio to $45 billion before a massive leverage play wiped out 70% of his fund's value in just two weeks. We discuss the tech stocks he bought, how Ken Griffin capitalized on his liquidation, and what this tells us about the current AI investment frenzy. Keywords: AI Investing, Leopold Aschenbrenner, Situational Awareness, Hedge Funds, Leverage Risk, Ken Griffin, Tech Stocks, Margin Call, OpenAI, Anthropic.
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