Leopold Aschenbrenner

“We're, you know, we're getting an office together, Leopold, myself, Dwarkesh, and then a client of mine, another hedge fund.”

“Interestingly, we heard that three firms were bidding on the assets. So Jane Street, Millennium and Citadel were sort of brought in in a closed Close circle sort of late Friday to bid on the remains of the firm.”

“You had the hyperscalers and the big companies, they FOMO'd too. They FOMO'd just as hard as Leopold did, right? If not harder. So this isn't just him. It's the whole world collectively saying, fuck, I gotta go all in in AI. And it's, and who had the guts, you…”

“When it came to the public, you know, book, it does sound like you know, the buyer of that book basically got a, from what we were told, a three to four billion dollar Insta markup.”

“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.”

“And the rumor is over the weekend, he contacted about 10 parties to place Anthropic in an effort to shore up liquidity, selling the Anthropic stake for allegedly the offer was at a 1.1 trillion equivalent market cap which, you know, I think roughly where it's …”

“He also engaged he's also engaged to Anthropix CEO Dario Amadei's chief of staff.”

“June, June first, they were at a forty five billion of AUM, something like that was the nav. I think end of June.”

“Prime brokers reportedly rushed to raise cash to meet margin requirements while Ken Griffin's Citadel, my former employer reached a deal to purchase the funds publicly traded assets.”

“Counting the ooms stop sort of working when it's like, well, will this particular stock become a meme stock?”