🔮 Leopold & exponential markets; transformative GLP-1s; runaway AI & the future of safety++ #595
Exponential View ● Covered by 4 sources
Leopold Aschenbrenner's Situational Awareness LP, a $45 billion fund betting on AI compute infrastructure buildout at 4x leverage, liquidated this week after semiconductor losses. The Philadelphia Semiconductor Index fell 28.6% from June peak, triggering forced selloffs across the leveraged position. The fund's collapse doesn't invalidate the underlying thesis about AI capex, but highlights the risk of over-leveraged bets on any single sector.
Why it matters
Plus: AI agents as citizen rights, protein & longevity, nervous Europe
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