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Why AI investor Leopold Aschenbrenner is selling all stocks

https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
1•speckx•15s ago•0 comments

How many people are dying as a result of USAID's demise?

https://www.economist.com/finance-and-economics/2026/07/30/how-many-people-are-dying-as-a-result-...
1•andsoitis•40s ago•0 comments

Booritney's ultimate guide to meal prep

https://www.booritney.com/p/booritneys-ultimate-guide-to-meal
1•tasshin•2m ago•0 comments

End of Oncall Era of Pagerduty

https://github.com/FluidifyAI/Regen
1•furyman•4m ago•0 comments

ISO 3103

https://en.wikipedia.org/wiki/ISO_3103
1•EndXA•5m ago•0 comments

Why everything breaks at 150 people

https://falconer.com/notes/cerebras-knowledge-base/
1•cyndunlop•5m ago•0 comments

Making My Own Game Console Part 2: IT Lives [video]

https://www.youtube.com/watch?v=S81iN-z0ouo
1•mrinfinite•6m ago•0 comments

OpenClaw – On the Road to LTS

https://openclaw.ai/blog/extended-stable-releases-and-maturity-scorecards
1•lgl•7m ago•0 comments

Understanding AWS IAM Roles for Service Accounts (IRSA) from First Principles

https://arcade-lab.io/blog/irsa-without-eks-self-hosted-oidc
1•denesbeck•7m ago•0 comments

Show HN: I built a tool that reviews any GitHub PR and quizzes you on it

https://makesensegithub.com/
2•atomicnature•8m ago•0 comments

Leverage Points

https://donellameadows.org/archives/leverage-points-places-to-intervene-in-a-system/
1•tosh•10m ago•0 comments

212k AI coding benchmarks: context beats generic prompts

https://techloom.it/blog/effective-ai-coding-prompts/
1•tmuhlestein•11m ago•0 comments

I Accidentally Became the DevOps Guy

https://sgaud.com/texts/devops
1•SarthakGaud•11m ago•0 comments

NY sues prediction market Kalshi alleging it's an illegal gambling operation

https://www.cnn.com/2026/07/31/politics/new-york-sues-kalshi-prediction-market
3•pavel_lishin•12m ago•1 comments

Arch AUR Under Another Wave of Malicious Packages, Package Adoptions Halted

https://www.phoronix.com/news/Arch-Linux-AUR-Adoptions-Halted
1•ImJamal•13m ago•0 comments

Why is differentiating mechanics and integration art?(2011)

https://mathoverflow.net/questions/66377/why-is-differentiating-mechanics-and-integration-art
1•num42•14m ago•0 comments

Detect Dark Matter's Mark from Your Backyard

https://spectrum.ieee.org/dark-matter
5•Brajeshwar•15m ago•0 comments

Show HN: Active inference world models: From finding a mug to making tea

https://cpnslab.com/active-inference-world-models/
1•alexdshaw•16m ago•0 comments

Effects in Hale

https://hale-lang.org/articles/effects-in-hale/
1•rrook•18m ago•1 comments

Show HN: Tandem – run Claude Code and Codex as one paired session)

https://github.com/Bhavya6187/tandem
1•bhavya6187•18m ago•0 comments

Seattle's Third Act

https://www.ascend.vc/blog/seattles-third-act
1•surprisetalk•20m ago•0 comments

Show HN: Run manual QA test cases in a real browser with an AI agent

https://github.com/broxhq/qpilot
3•Muhammad-21•21m ago•0 comments

Authorize, Don't Authenticate

https://blog.marcua.net/2026/07/31/authorize-dont-authenticate.html
2•marcua•23m ago•0 comments

Solar panel power generation calculator, taking into account weather conditions

https://specled.com/en/w/calculating-the-position-performance-and-payback-of-solar-panels/
1•Specled•23m ago•1 comments

KindaRails2Shell attack details and tools to perform a forensic investigation

https://github.com/rails/rails-forensics-CVE-2026-66066
1•ezekg•24m ago•0 comments

Starbucks bet big on an AI tool; 9 months later, it pulled the plug

https://www.fastcompany.com/91572019/starbucks-bet-big-ai-tool-national-scale-9-months-inventory-...
2•speckx•24m ago•0 comments

Microsoft is about to kill my favorite Edge feature – and Copilot is to blame

https://www.windowscentral.com/software-apps/microsoft-is-about-to-kill-my-favorite-edge-feature-...
1•realsarm•25m ago•0 comments

Codeberg Degraded Service

https://status.anoxinon.de/status/anoxinon
1•pelasaco•27m ago•1 comments

Run Kimi K3 using 29 GB of RAM at 0.50 tok/s

https://github.com/sqliteai/waste
1•marcobambini•28m ago•0 comments

The physics of Docker build caching

https://www.blacksmith.sh/blog/the-physics-of-docker-build-caching
3•piobio•29m ago•0 comments
Open in hackernews

Situational Awareness Down 67% in July in AI Stock Rout

https://www.wsj.com/finance/investing/situational-awareness-down-67-in-july-in-ai-stock-rout-cd19901f
60•pondsider•1h ago

Comments

boringg•55m ago
Yesterdays news. High leverage. Sounds like citadel got a deal.
vessenes•54m ago
This is everywhere. For reference, former FTXer and OpenAIer raised $225m into a hedge fund structure, went long and short, and reportedly peaked at $40bn of value; leverage bit hard this week and they sold their entire-ish portfolio to Citadel at $10bn. (Which, I imagine was very likely aiming at this outcome in their trading in the last few weeks).

Not reported anywhere -- was additional money raised in to the fund, and what is the LP basis? The story might be: wunderkind 40x+ed his first hedge fund and sold it to Citadel, or it might be: wunderkind raised $20bn and turned it into $10bn fast trading against Citadel.

Inquiring minds want to know!

changoplatanero•43m ago
Say more about how citadel made this happen with their trading?
infecto•37m ago
Firms like citadel will run crowding analytics, who owns what, at what leverage and rough margin trigger points. Over simplifying but they could be shorting the longs and going long on the shorts. Everyone generally knew situational was heavily levered.
vessenes•28m ago
To be clear, I'm not claiming Citadel created double digit drops in SK Hynix / Samsung. I am saying that as market vol hits, vol traders might choose to make it worse. And when word hits the street someone has a liquidity position, prop traders WILL come and pressure. SA's filings were clear how concentrated they were, and this was known. In this case, Citadel (hedge fund) bought, while I imagine Citadel Securities would have been doing this (speculated upon) trading. We'll know more when the filings come out though. I'll be curious what of the portfolio they kept and what they worked / rolled in the market
jvsg_•27m ago
Citadel spread the rumor that the Fed was going to hike rates this week. This led to Situational Awareness getting margin called on their longs.
moralestapia•22m ago
Quite similar to CZ and FTX.
Aboutplants•43m ago
Either way he ended up with enough money for a pardon
drexlspivey•33m ago
Pardon for what? The crime of losing money?
RIMR•13m ago
Believe it or not, you are legally bound to act in the interests of shareholders.

Though you cannot be pardoned from civil stuff, and the options to actually prosecute are pretty slim, so I doubt it.

Though, even if this is just tongue-in-cheek, you can literally buy a pardon in America right now with just a little bit a money into the pockets of the Trump family, in case you didn't get the joke (that the US government is literally pro-corruption right now).

mikestew•4m ago
Believe it or not, you are legally bound to act in the interests of shareholders.

Though a common Internet trope, this is incorrect. However, “legally” or not, you might find yourself unemployed should you ignore the shareholders.

2PqboPPmKegvanx•29m ago
what law are you insinuating Aschenbrenner broke?
jghn•27m ago
I say this with absolutely no evidence and only stating it as a hypothetical. But as an example it would be plausible that insider trading was involved.
moralestapia•23m ago
Wow, so, he narrowly avoided prison while at FTX, then went to work for Scam Altman, now does "investment funds" (a classic trope).

The guy really really really wants to end up in prison, lol.

alasr•43m ago
Martin Shkreli breaks down the collapse of Situational Awareness: https://news.ycombinator.com/item?id=49119380
malfist•36m ago
Why are you promoting content by Martin Shkreli? You know, the guy who committed securities fraud to rip off desperate patients?
ForHackernews•33m ago
seems like someone who is knowledgeable about financial shenanigans
WarmWash•33m ago
Like black hats getting cyber sec jobs, they probably know a thing or two.
r_lee•31m ago
I don't think those two cases are related

he's a relatively well known figure in finance and pharma investing

jakevoytko•31m ago
If you’re gonna be a hater you at least gotta do it right! The pricing and the securities fraud were two separate things you can count against him.
petesergeant
dogmayor•41m ago
Shocking to see a highly levered and highly concentrated fund blow out /s
eigenspace•38m ago
Quite the funny headline. It initially made me think that someone had come up with some sort of quantitative measure of the situational awareness of traders, and was claiming that there was an increase in traders making dumb trades that misread the situation or something.
NooneAtAll3•36m ago
...what is the article about then?
13unk0wn•33m ago
> Leopold Aschenbrenner’s hedge-fund firm Situational Awareness is down around 67% so far in July after incurring heavy losses on AI stocks...
jrrv•25m ago
Literally the first line
temp0826•3m ago
When I read a title it helps me to determine whether I want to read it or not. This one is tricky and confusing because the company name is stupid and was probably picked for the clickbait potential. This is absolutely one where I read the comments before the link.
bspammer•32m ago
The link is right there, and the answer is in the first paragraph.
asats•36m ago
>Even including July's losses, the fund remains up about 80% on the year

Spectacular blowup and a lesson on leverage, but let's not miss this line.

bpodgursky•19m ago
It's hopeless, people see what they want to see.
scrlk•29m ago
https://archive.ph/PCjtG
scrlk•27m ago
> Aschenbrenner party blamed short sellers who targeted the firm’s positions for exacerbating the fund’s losses, the letter said. The letter compared Situational’s experience to a bank run.

4 years ago, it was SBF blaming Changpeng Zhao for shorting FTT and triggering a run on FTX.

Now another EA has followed the path of making a lot of money relatively quickly and losing it just as fast, using the exact same arguments for why it happened.

2PqboPPmKegvanx•22m ago
>Now another EA has followed the path of making a lot of money relatively quickly and losing it just as fast

let's be clear here - he didn't actually "lose" a ton of money. he was up 439% net in the first half of 2026.

his issue was getting margin called due to being short on software (which went up) and long on AI infra (which went down) - getting margin called != losing money.

uncivilized•14m ago
Yes he lost a ton of money. He went from being up as much as you said to up only 80% and getting liquidated at that point. If it weren’t for Citadel stepping in to buy his investments who knows how much worse it could have gotten.

The only thing you can argue is realized vs unrealized.

RIMR•19m ago
Sounds like someone took huge risks, incurred huge losses, and thought they were entitled to always win. It honestly feels good seeing these folks get knocked down a peg.
mamonster•7m ago
>Now another EA has followed the path of making a lot of money relatively quickly and losing it just as fast, using the exact same arguments for why it happened.

I would be very interested to know what he did with the management and performance fees (and how much they were) he gathered over the last 3 years. Just the perf fees from 2025 are probably enough to set him up for life. If he reinvested not so great.

francisofascii•24m ago
Which AI stocks suffered a rout?
redwood•17m ago
Incredible that the founder is engaged to be wed this very weekend to the chief of staff to Anthropic's CEO
bix6•11m ago
Situational Awareness. Fitting name.
ymolodtsov•11m ago
I like how Matt Levine formulated it.

His thesis was correct. The problem is, his thesis was measured in years if not decades when his funding was measured in days and hours.

foltik•6m ago
Where do I sign up to get $100M to dump into long AI positions?
cmiles8•4m ago
An inexperienced portfolio manager that’s never seen a down tech market in his life has created a massively leveraged position on frothy assets in a bubble and the bubble is looking ill. What could possibly go wrong.
2PqboPPmKegvanx•24m ago
trust us, it's quite clear you have no knowledge about the topic you are speaking on.
infecto•19m ago
Then why state it?
•
30m ago
Because he’s an expert.

Edit: I don't do podcasts but this is absolutely worth some of your time to watch.

gessha•30m ago
You can still learn from thieves and crooks. Especially if they break down what they did and how they did it.
dgellow•22m ago
Just keep in mind you might be the mark of his current scheme
infecto•29m ago
He is one of the few folks in finance who regularly streams and is directionally interesting. He served his time.
zetanor•29m ago
Can you provide a comparable or superior analysis by someone else?
rib3ye•29m ago
He has done more for wallstreet-to-mainstreet transparency than you believe.

His investor literacy youtube backlog is unusually deep and as of yet has only shilled his own trading product.

But your point is valid, he will never live down the fraud conviction and his face is so punchable.

dgellow•23m ago
The shady crypto projects he did after his release are also good reasons to distrust the guy
loco5niner•28m ago
I really don't like this guy, seriously he's a shark (he's probably right, but what a jerk): "If you know somebody has to liquidate, the best thing you have to do, unfortunately, sadly, Darwinian is to go sell all the positions you have in common, then start shorting everything they have. It accelerates the downfall as quickly as you can." of course then he says 'It's nothing I would ever do...'
infecto•26m ago
That’s truly the playbook when you are on the other side of a levered firm though.
loco5niner•16m ago
Yeah, probably. Its too bad.
infecto•15m ago
Why too bad? This is how the market ultimately comes to the right price.
ymolodtsov•10m ago
If there's any purpose in hedge funds as a structure it's that they provide liquidity for the market. So it's in everyone's best interest to let them do price discovery against each other.
jvuygbbkuurx•27m ago
He has served his time for those crimes
literalAardvark•16m ago
Because hn is primarily about competence, knowledge and tech, which Martin has in spades.

The arguments against him barely hold water in general anyway.

baggachipz•3m ago
He's an absolute ghoul, and to see sibling comments praising him breaks my heart. Yeah, he "did his time", but he also took advantage of sick people for immense profit. You don't get a pass for that.
an_account•12m ago
All I see is a paywall
bspammer•11m ago
[delayed]
iso1631•4m ago
All I see is an accusation of being a robot
willchis•27m ago
Ha yes it definitely reads like an Onion headline.