Shkreli: Big Tech FOMOed into AI capex as hard as Leopold Aschenbrenner
Martin Shkreli · Martin Shkreli Breaks Down the Collapse of Situational Awareness · Jul 30, 2026 · at 18:20
Martin Shkreli analyzes the AI market correction following the collapse of Leopold Aschenbrenner's fund, arguing big tech hyperscalers overspent on AI infrastructure out of fear of missing out.
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“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 know, other than one man, Tim Cook, in the back saying, not me.”
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