Uploaded August 2026 | Updated September 2026, 1 hour ago

---

everyone’s a genius in a bubble

Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy us nice useful things (if not in the UK, set the delivery postcode to SW1A 0AA): amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com

Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com

Sources:

Situational Awareness Tried to Sell Private Stakes Before Citadel Deal bloomberg.com/news/articles/2026-07-31/aschenbrenner-tried-to-sell-private-stakes-before-citadel-deal
SITUATIONAL AWARENESS: The Decade Ahead situational-awareness.ai
Leopold Aschenbrenner’s SITUATIONAL AWARENESS predicts we are on course for Artificial General Intelligence (AGI) by 2027 https://x.com/IvankaTrump/status/1839002887600370145
Situational Awareness is a global equity investor focused on Artificial Intelligence (AI) situationalawarenesslp.com
How Leopold Aschenbrenner, the ‘golden child’ of the AI trade, was laid low ft.com/content/620bd668-d112-412d-aa52-22489b128d55
Inside the Meltdown of a Wunderkind’s A.I. Hedge Fund nytimes.com/2026/07/31/business/situational-awareness-leopold-aschenbrenner.html
Citadel Buys Situational Awareness’s Stock Portfolio After Big Losses in AI wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b

Extras:

Molly White Patreon preview (podcast and video): patreon.com/davidgerard/posts/molly-white-for-165282552
Molly White YouTube member preview: youtube.com/watch?v=3I3eVxKVtLE

Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298

Image: Leopold Aschenbrenner by Nicholas Albrecht for the New York Times