{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"Situational Awareness: The Full Story of Leopold's Collapse","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/6df38699\"></iframe>","width":"100%","height":180,"duration":1555,"description":"Leopold Aschenbrenner’s massive liquidation event followed heavy leverage and losses in its AI infrastructure bets. Today, we discuss the July timeline, the sale of the public equity book to Citadel, and the remaining Anthropic stake.\n------\n🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒\nhttps://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless\n------\n🌌 LIMITLESS HQ ⬇️\nEMAIL US:            info@limitless.fm\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 Leopold’s Rise and Fall\n2:41 The Unraveling Begins\n4:14 Margin Calls and Liquidation\n7:03 Citadel Swoops In\n9:13 Hunting the Position\n10:19 Aftermath\n11:25 Anthropic Saves the Fund\n13:44 Ken Griffin's History\n16:30 Was Leopold Right?\n18:41 Bear Case\n21:21 Recursive Self-Improvement\n22:25 Ledger\n23:24 Leverage Lessons\n23:59 Closing\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}