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Situational Awareness

3 statements across 1 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jul 30, 2026 by Jordi Hays · said 29 times in 10 episodes since 2025 · across every show →

Mentions by year

brought up most by John Coogan (10), Jordi Hays (3), Tyler Cosgrove (1), Sholto Douglas (1), Shawn 'swyx' Wang (1), Martin Shkreli (1)

tap a year for its mentions
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2026 25 mentions in 7 episodes 4 per episode
2025 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Situational Awareness, oldest first

Jul 30, 2026 neutral
Assertion Supported
Situational Awareness reached roughly $45 billion NAV before its liquidation
“June, June first, they were at a forty five billion of AUM, something like that was the nav. I think end of June.”
Jordi Hays Jul 30, 2026 ▶ 9:40 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
Jul 30, 2026 neutral
Assertion Supported
Coogan: Citadel agreed to buy Situational Awareness's public stock portfolio
“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.”
John Coogan Jul 30, 2026 ▶ 0:21 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
Jul 30, 2026 neutral
Assertion Supported
Coogan: Situational Awareness held concentrated longs in Nebius, Micron, CoreWeave, shorted Adobe
“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”
John Coogan Jul 30, 2026 ▶ 1:30 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
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