Too Situationally Aware to Fail
Topics discussed
Intro, ads, and episode overview
Leopold Aschenbrenner and the Situational Awareness hedge fund collapse
Ken Griffin's rescue and theories of a coordinated short attack
Fund structure, leverage, and the mechanics of the crash
Comparison to Archegos, FTX, and the broader AI boom
Crack spreads, diesel prices, and global oil market dynamics
SEC proposal to make quarterly earnings reports optional
Numbers round: Microsoft, saber-toothed tigers, and AI books
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