Appears On
Episode Appearances
TBPN · Jul 31, 2026
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
“Compared to Aschenbrenner as the ultimate example of a leveraged blow-up — turned $200M into $36B then collapsed spectacularly.”
Situational Awareness LP fund crisis and LP letter transparencyCitadel block trade acquisition of Situational Awareness public equity bookAI hedge fund risk management and leverage dangers
View AnalysisTBPN · Jul 31, 2026
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
“Compared to Leopold as a more extreme example of leveraged blow-up; turned $200M into $36B before catastrophic collapse.”
Situational Awareness LP fund drawdown and Citadel block saleHedge fund risk management and optimal leverage ratiosAlpha vs. beta distinction in quantitative finance
View Analysis