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THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI

aired Jul 31, 2026
Signal
73.3/ 100
Solid
confidence 0.99
Orig55.2
Actn100.0
Dens100.0
Dpth100.0
Clty81.4
Summary

Ejaaz: Leopold Aschenbrenner is a 23-year-old kid that raised one of the most successful Ejaaz: AI funds ever, but he might be in disastrous trouble right now. Ejaaz: News reports this morning states that his fund might be down between 30 to 50% Ejaaz: as semiconductor stocks have drawn down aggressively over the last four weeks.

Why listen

It goes beyond the title with direct discussion of ejaaz, josh, like, including: Ejaaz: News reports this morning states that his fund might be down between 30 to 50% Ejaaz: as semiconductor stocks have drawn down aggressively over the last four weeks.

Key takeaways
  1. 01We filmed enough episodes on Leopold to understand Josh: his general thesis, which is long only with leverage to try to just maximize Josh: upside returns, which has worked incredi
  2. 02Josh: Leopold is getting his first test of strength right now, and it looks like it's Josh: not going super hot
  3. 03Josh: Ilia setzkever he is ex co-founder of open ai he left open ai to go start his Josh: own company no one really knows what this company is they're just named safe Josh: super i
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