The Modern Market Show(@modernmarket_):Are @leopoldasch and Situational Awareness marking the AI bottom? Here's our take from the show:m“And while I don't know if Leopold has the size to literally bottom the AI market, I didn't really understand people saying that they were raising money out of some panic. It doesn't cost that much to run a fund. I don't think they needed to be funding operational costs or plugging holes.”

The Modern Market Show

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The Modern Market Show@modernmarket_

2026.07.30 14:03

Are @leopoldasch and Situational Awareness marking the AI bottom? Here's our take from the show:m“And while I don't know if Leopold has the size to literally bottom the AI market, I didn't really understand people saying that they were raising money out of some panic. It doesn't cost that much to run a fund. I don't think they needed to be funding operational costs or plugging holes.”