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hedge funds

also referred to as: hedge fund

4 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jul 19, 2025 by Martin Shkreli · across every show →

Everything said about hedge funds, oldest first

Jul 19, 2025 neutral
Assertion Contradicted
Shkreli: 85% to 90% of top 15-20 hedge funds are quants
“Today of the top 15 to 20 hedge funds, 85, 90% are quants.”
Martin Shkreli Jul 19, 2025 ▶ 1:53:41 Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
Feb 3, 2026 neutral
Disclosure
Patel: Hedge funds make up 40% to 50% of SemiAnalysis's business
“Roughly like half our business is, or 40% of our business is like hedge funds”
Dylan Patel Feb 3, 2026 ▶ 32:13 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Jul 30, 2026 negative
Insight
Shkreli: A $50M newsletter business beats almost every hedge fund
“And if you start a newsletter business that makes a hundred million a year even fifty million a year of revenue, you've done better than almost every hedge fund on the planet.”
Martin Shkreli Jul 30, 2026 ▶ 30:24 Martin Shkreli Breaks Down the Collapse of Situational Awareness
Jul 30, 2026 bearish
Prediction Not checkable as stated
Shkreli: Total hedge fund AI trade unwind is $500B to $1T
“We're gonna see July numbers very soon here from quite a lot of hedge funds that I think were in the same trade. And so this is not just Leopold's hundred billion gross. It's like that times maybe five or 10.”
Martin Shkreli Jul 30, 2026 ▶ 13:37 Martin Shkreli Breaks Down the Collapse of Situational Awareness
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