Leopold Aschenbrenner’s AI-focused fund may be facing major losses, along with rumors of position changes tied to its AI exposure.  We also discuss Safe Superintelligence’s partnership with NVIDIA, and an open letter from AI researchers urging the U.S. government to slow AI development. We explore Anthropic’s views on open source AI and chip export restrictions, plus market updates from Microsoft, Samsung, Intel, and Apple. ------ 🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒 https://developers.ledger.com/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------ 🌌 LIMITLESS HQ ⬇️ EMAIL US:            info@limitless.fm NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Leopold Fund Trouble 3:15 Ilya’s Quiet Breakthrough 6:30 AI Slowdown Petition 8:56 Open vs Closed Debate 11:08 GPUs Only Go Up 14:14 Ledger Agent Security 14:59 Earnings Season Surprises 17:30 Kimi’s Costly Open Source ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.