Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
July 31, 2026 · 1 h 37 min
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Show notes
() Bestie intros
() Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
() China's advantage and green shoots for the US economy
() Frontier Labs say "SLOW DOWN AI"
() Why are frontier labs "burning books"?
() Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
() Science Corner: Understanding and mapping the brain
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Referenced in the show:
https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
https://polymarket.com/event/fed-decision-in-september-762
https://situational-awareness.ai
https://www.cnbc.com/quotes/US30Y
https://x.com/nicolasfulghum/status/2082083884578050299
https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321
https://www.pacingthefrontier.com/
https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive
vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28
https://www.google.com/finance/beta/quote/ASML:NASDAQ
https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
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