Post

Oli
@olalonde.bsky.social

They sold their public stock portfolio but retain their private market holdings. "SA's portfolio lost 67% of its value in July, according to an investor letter Leopold Aschenbrenner sent late Thursday, though the fund remains up about 80% for 2026" www.implicator.ai/situational-...

implicator.aiSituational Awareness Down 67% in July, Investor Letter ShowAn investor letter sent late Thursday put Situational Awareness down 67% for July while still up about 80% for 2026. Leopold Aschenbrenner told clients the fund came closer to permanent capital impair...
ryan cooper
@ryanlcooper.com

yeah like I said, anything with a price on it. because he failed to hedge his AI bet so badly that even when the book was up by like 400 percent some minor turbulence wiped him out

Oli
@olalonde.bsky.social

You asked "what fund", implying he had no fund left... Failing to mention he still has a fund and that it's still significantly up despite the 62% loss is misleading reporting.

ryan cooper
@ryanlcooper.com

it's private! nobody knows what it's really worth until it is is bought or sold! but sure. in future, when I am making fun of this nimrod for saying he wants to buy other galaxies, I will be sure to note he hasn't completely wiped himself out yet