Investor Pushes Back on LTCM Analogy: Leopold Is Directionally Correct
abhiadesai · x · 2026-07-31
Amidst comparisons of Leopold Aschenbrenner's situation to the 1998 collapse of Long-Term Capital Management (LTCM), voices in the AI community have strongly pushed back.
Critics of the analogy argue that LTCM was 100x larger in scale and that such historical comparisons are not a magical pathway to the truth. They remain optimistic about Leopold, suggesting that his grand predictions regarding AI compute and AGI will eventually be proven "directionally correct."
Related event: Ex-OpenAI Staffer's AI Hedge Fund Blows Up, Citadel Takes Over $16B(41 posts)→
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