Situational Awareness, every mention

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every year anyone John Coogan 10Jordi Hays 3Tyler Cosgrove 1Sholto Douglas 1Shawn 'swyx' Wang 1Martin Shkreli 1

Verbatim, from the transcripts: the passages where Situational Awareness comes up

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AI Safety Timeline Takeover, Bending Spoons Acquires Miro, iPhone Duo Reactions | Diet TBPN Sep 10, 2026 · 1 mention

The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN Jul 30, 2026 · 12 mentions

  • ▶ 0:04 John Coogan Last night, this morning, uh, around Leopold Aschenbrenner's hedge fund situational awareness, they have been forced to unwind their public stock portfolio after steep losses on AI infrastructure bets. 8 times in the scene
  • ▶ 6:40 John Coogan He runs the, uh, Quant Hedge Fund Numeroi, uh, and he says, I think it's cool that funds like situational awareness can exist in America, and that there's a market for them, but the outcome was never about being right or wrong on AI.
  • ▶ 8:45 Jordi Hays So I like to think about it, like at least some of the more high profile LPs that, uh, in, in situational awareness, a lot of them are like, you know, great founders, you know, maybe they have big, big positions in, in the labs and all… 3 times in the scene

Martin Shkreli Breaks Down the Collapse of Situational Awareness Jul 30, 2026 · 1 mention

China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN Jul 8, 2026 · 4 mentions

  • ▶ 8:45 unnamed speaker The story is big on the timeline because situational awareness, the hedge fund run by Leopold Aschenbrenner may participate alongside, uh, Bally Gifford and Co too. 4 times in the scene

Musk Loses OpenAI Case, Leopold’s 13F, Data Center Backlash | Diet TBPN May 19, 2026 · 2 mentions

  • ▶ 1:40 unnamed speaker Actually, there was a lot of anticipation for Leopold Aschenbrenner situational awareness hedge fund to drop the 13 F. 2 times in the scene

A Short History of America Nationalizing its Companies Mar 6, 2026 · 1 mention

REACTION: The 2028 Global Intelligence Crisis Feb 23, 2026 · 4 mentions

  • ▶ 8:10 unnamed speaker It is interesting how this moved the markets way more than AI- twenty-twenty-seven. 4 times in the scene

The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN Nov 22, 2025 · 2 mentions

  • ▶ 12:28 unnamed speaker Situational awareness. 2 times in the scene

Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO Jun 7, 2025 · 1 mention

  • ▶ 1:49:26 Sholto Douglas Uh, Leopold has this nice table at the end of his, uh, situational awareness where I think like 20, 28 or something is when, uh, under really aggressive timelines that you get to 20% of US energy production.

Are AI AGENTS Learning to DREAM? | Shawn Wang on TBPN April 4th Apr 9, 2025 · 1 mention

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