Matt Levine
speaker
4,268 appearances
11 recordings
1 series
first heard Jun 2026
last heard 3d ago
Matt Levine’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Jul 2026 with 5.
Appearances
It was started by Leopold Aschenbrenner, who's a former OpenAI employee who like,
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He's 25.
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Yeah, he's like 25.
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He wrote some essays in 2024 called Situational Awareness, the gist of which was like, oh boy, AI is going to be really big.
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And enough people found that compelling that they gave him a lot of money to run a hedge fund to...
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basically bet that i would be really big which broadly speaking was a bet that worked really really really well for like the last two years and he's like returned like a thousand percent by like sure june and you know he's like very plugged into ai and seems to make good bets on like who will be the winners of the ai boom and all this stuff right like did great he worked at open ai he knows a lot of stuff he understands how it works he can see the future
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The news today is that he apparently got blown out of a lot of his positions because his prime brokers sent him margin calls.
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They didn't have enough money, and so the prime brokers kind of helped him offload a lot of stuff.
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Citadel, the big hedge fund, ended up owning a lot of his public stock positions.
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He still has a big anthropic stake.
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The reporting that I saw today was that his assets under management have declined to $10 billion.
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So that's the story.
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Basically, like he got margin called, you know, because there's been a drawdown in AI bets in the last couple of weeks.
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And so he was very long, a lot of AI companies, memory chip companies, things like that, and very short, you know, like software companies, and both of those moved against him.
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For whatever reason.
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Sure.
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Fundamental reasons.
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Technical.
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Market sentiment reasons.
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People knowing that he had them and maybe hunting him.
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Showing 2061–2080 of 4,268 · page 104 of 214
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