All-In with Chamath, Jason, Sacks & Friedberg

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

July 31, 2026·1h 36m·8-min readconversationaltechnology
Podzilla Summary (8 min)
TLDR
A hedge fund manager named Leopold Aschenbrenner, once at OpenAI, reportedly got margin called after massive leveraged bets on AI and chip stocks imploded during a market correction. His 200x return fund collapsed, Citadel scooped up his portfolio, and the episode dissects the risks of leve

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Guest

L

Leopold Aschenbrenner

conversational on All-In with Chamath, Jason, Sacks & Friedberg

Mentions

Books, people, and resources mentioned in this episode.

People

Leopold AschenbrennerDavid SacksChamathFriedbergDario AmodeiZoran Mamdani

Companies

CitadelOpenAIAnthropic

Products & Tools

Kimi

Research & Papers

February 2026 Budapest paper on fruit fly brain connectivity

Topics

Artificial IntelligenceEconomicsMachine LearningNeuroscienceStartupsTech NewsVenture Capital

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