Leopold Aschenbrenner, every mention
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every year anyone David Sacks 21Jason Calacanis 8Chamath Palihapitiya 4Brad Gerstner 2
Verbatim, from the transcripts: the passages where Leopold Aschenbrenner comes up
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- ▶ 38:59 David Sacks Well, Dworkesh was office roommates with Leopold, their close buddies, and Leopold is deep in the EA movement. 3 times in the scene
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- ▶ 25:48 David Sacks And one of Leopold's major positions in that fund was to short all of these SaaS products, including Salesforce. 6 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 34:36 Brad Gerstner And so I look at the market, the consolidation we saw in the month of July, you know, we put in the Leopold bottom, hopefully in July that, you know, a lot of semi stocks were done. 2 times in the scene
- ▶ 1:01:06 David Sacks Keep in mind that one of the reasons why Leopold got blown out, okay, I mean, it is because he bet on the SaaSpocalypse.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 1:16 Jason Calacanis Come on the pod anytime, Leopold.
- ▶ 1:31 Jason Calacanis Leopold Ashen Brenner is a 25 year old hedge fund manager. 7 times in the scene
- ▶ 6:58 David Sacks And you look at what happened in South Korea, you look at what happened with Leopold's fund, and obviously there was a lot of leverage behind this momentum trade.
- ▶ 8:43 David Sacks Now, I think Leopold's a really interesting 10 times in the scene
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 1:13:16 Chamath Palihapitiya Like, I think if you looked at Leo Ashenbrenner, his fund has gone from like zero to five billion dollars overnight. 4 times in the scene