THIS WEEK IN AI: Leopold's Fund Collapses, Nvidia Backs Ilya, Slowing Down AI

Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure.
We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. government to slow AI development.
We explore Anthropic’s views on open source AI and chip export restrictions, plus market updates from Microsoft, Samsung, Intel, and Apple.
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TIMESTAMPS
0:00 Leopold Fund Trouble
3:15 Ilya’s Quiet Breakthrough
6:30 AI Slowdown Petition
8:56 Open vs Closed Debate
11:08 GPUs Only Go Up
14:14 Ledger Agent Security
14:59 Earnings Season Surprises
17:30 Kimi’s Costly Open Source
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RESOURCES
Josh: x.com/JoshKale
Ejaaz: x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
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Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.