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Situational Awareness LP fund crisis and LP letter transparency

Discussed in 1 analyzed podcast episode across 1 show

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TBPN · Jul 31, 2026

Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN

Citadel block trade acquisition of Situational Awareness public equity book AI hedge fund risk management and leverage dangers Microsoft Q4 FY2025 earnings and Azure 43% revenue growth Amazon Q2 2025 earnings and AWS 37% growth to $42.4B Meta Q2 2025 earnings and $31.1B capex investor reaction