24-year-old ex-OpenAI researcher Leopold Aschenbrenner built a $20B AI hedge fund called Situational Awareness. He bet heavily on AI related stocks until this week’s selloff led to a margin call and he had to liquidate his public portfolio. Actually sounds like a lack of situational awareness.
AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say
www.cnbc.comJul 31, 2026 at 3:09 AM
How did Leopold do? Evaluating Situational Awareness's predictions
In June 2024, Leopold Aschenbrenner published Situational Awareness, a 165-page essay predicting AGI by 2027, trillion-dollar compute clusters, an in…
The Connections That Turned a Precocious Teen Into the Fallen ‘Nostradamus of AI’
A 24-year-old investor hailed as a visionary attracted billions—before turning into Wall Street’s latest cautionary tale.
AI Researchers On AI Risk
I first became interested in AI risk back around 2007. At the time, most people’s response to the topic was “Haha, come back when anyone believes this besides random Internet crackpots.…
Meredith Whittaker on Twitter / X
Now that even Goldman, Sequoia, and other major investors are calling it, it's good to remember that the shakiness of the AI market, and the mismatch between capex and ROI, has been clear for a long time to those of us who look closely at the political economy of AI. https://t.co/dLLNAcW5Sn— Meredith Whittaker (@mer__edith) July 30, 2024
Andrew Orlowski on Twitter / X
By far the shrewdest and most entertaining analyst of the AI bubble is Georg Zoeller, ex Facebook. Re-reading his DeepSeek reaction piece from 18 months, which holds up well. It was all so predictable: banning open source, the Red Menace, pivot to military. What has really… pic.twitter.com/38dX7vcrkC— Andrew Orlowski (@AndrewOrlowski) July 5, 2026
The AI bubble isn’t new — Karl Marx explained the mechanisms behind it nearly 150 years ago
OpenAI CEO Sam Altman’s warning of an AI bubble highlights a deeper economic problem: capitalism is producing more capital than it can profitably invest.
A Star Investor's Tale of Risk, Ruin & Reinvention w/ Victor Haghani (RWH071)
“The problem is Sam Altman”: OpenAI insiders don’t trust CEO
OpenAI brainstorms ways AI can benefit humanity in effort to counter bad vibes.
Why AI Agents are either the best or worst thing we’ve ever built
Why AI Agents are either the best or worst thing we’ve ever built
An AI Upheaval Is Coming for Media. This Journalist Is Already All In.
AI-assisted stories accounted for nearly 20% of Fortune’s web traffic in the second half of 2025. Most are written by Nick Lichtenberg.
Anthropic and Wall Street giants prepare $1.5 billion project to sell AI to businesses – Oninvest
Investors in the project include Blackstone and Goldman Sachs, The Wall Street Journal has learned
Black Hat USA 2026: The 'Breaking' News: The OpenAI–Hugging Face Incident
Black Hat USA 2026: The 'Breaking' News: The OpenAI–Hugging Face Incident
