Lord Durden(@LordDurden):Leopold Aschenbrenner, AI savant and messiah, who essentially saw the way the winds were blowing on memory and semis before the rest of us, and bet and won big, is apparently now in trouble, due to leverage. Don’t use leverage folks. And if you do, use it situationally, and sparingly. It has felled the greatest amongst us, and humbled us all.

2026.07.30 11:21

Leopold Aschenbrenner, AI savant and messiah, who essentially saw the way the winds were blowing on memory and semis before the rest of us, and bet and won big, is apparently now in trouble, due to leverage. Don’t use leverage folks. And if you do, use it situationally, and sparingly. It has felled the greatest amongst us, and humbled us all.

Michael Sikand@michaelsikand

2026.07.30 03:51

JUST IN: FT confirms Leopold Aschenbrenner is in trouble after a historic tech drawdown. FT reports SALP has been in talks with existing investors and lenders to raise fresh capital after heavy losses in the AI rout. It also floated letting some investors buy assets straight out of the portfolio. His stated catalyst for the recovery is an Anthropic IPO. I don't know why a bunch of you were saying that "he hedged" with a small sleeve of puts you saw on the recent 13F. One of us.