Situational Awareness got the future right but misread the past

Source: www.ft.com · Section: business-tech · Bias: Center-Right · Published: Sat, 01 Aug 2026 04:00:32 GMT

Leopold Aschenbrenner thought AI-related stocks would go one way; they went the other. The mistake was funding the trades with debt

Read the full article at www.ft.com →

The same story across the political spectrum (6 sources)

Center-Left: FTSE 100 on track for best month since first US attacks on Iran five months ago – as it happened — www.theguardian.com
Center-Right: How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days — www.cnbc.com
Center-Right: Citadel’s swoop on Situational Awareness helped stem a $3tn AI rout — www.ft.com
Center: Situational Awareness vs. Long-Term Capital Management: A side-by-side comparison — www.marketwatch.com

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