▶ 5:59 · $SITUATIONAL-AWARENESS-LP · Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive

episode briefing

Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive

2026-07-31 · 11 company · 17 thematic

sentiment

8 bull0 bear3 neu

speakers

Founder of the investment firm Situational Awareness and author of a widely read essay series on artificial general intelligence and national security. Previously worked on the superalignment team at OpenAI.

richard craig

Founded quant hedge fund Numerai in 2015; background in mathematics and early AI; runs factor-neutral, low-volatility strategy targeting pure alpha; early LP in Polychain Capital.

trey stevens

Co-founded Anduril after identifying defense hardware gap at Founders Fund; early Palantir employee (employee ~13) who built government business; advocates for reindustrialization and product-led defense model.

blake resnick

Founded Brinc to deploy 911 response drones on police/fire station roofs; raised $125M led by Motorola Solutions; builds automated drone-in-a-box systems (Responder, Guardian) with battery-swap recharging pods.

quote

“We ultimately found a solution that protected the fund and you as investors. Our intention in running the fund is to never find ourselves in such a position in the first place. Volatility is the price of long-term investment returns. Over…”

—leopold aschenbrenner

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Brinc raises $125M led by Motorola to put 911 response drones on every police and fire station roof in America

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Motorola Solutions leads Brinc $125M round, provides distribution to every police/fire department and product integration

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