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Big Technology Podcast · 2026-07-31 · 64 min · 12,277 words

Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day

Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player

Leopold Ashenbrenner's Situational Awareness Hedge Fund blows up and sells off its stock portfolio. OpenAI has cut prices on its latest models by as much as 80%. And big tech earnings leave Satya Nadella. A very happy man. That's coming up with Reed Albergati from Semaphore right after this. Welcome to Big Technology Podcast, a show for cool headed and nuanced conversation of the tech world and beyond. We have a great show for you today.

We're gonna talk all about the implosion. But it's still kicking. Leopold Ashenbrenner situational awareness. Hedge fund. Uh too much fun, too little hedge seems like to be the problem there.

Uh we'll also talk about OpenAI cutting prices on its latest models. Uh some of them by as much as eighty percent. What does this say about the AI price war? And of course it's big tech earnings week, so we'll just go through the big takeaways uh from what we saw from big tech, especially as it relates to the AI trade. So joining us today is Reed Albergati, returning champion from Semaphor. Uh Reed, great to see you. Welcome back. It's awesome to be here. Glad to be uh introduced as returning champion. But I I d I didn't know this was a a contest, so It is it is what are the KPIs? How do I win? How do I stay on top?

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