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TBPN

TBPN

Martin Shkreli Breaks Down the Collapse of Situational Awareness

Jul 30, 2026 · 44m

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On this episode

About this episode

This is our full interview with Martin Shkreli. We discussed the collapse of Leopold Aschenbrenner's AI-focused hedge fund, why leverage turns market corrections into disasters, how Wall Street unwinds massive positions, why AI infrastructure stocks sold off despite record AI demand, whether the AI trade has further to fall, and much more. TBPN is made possible by: Ramp - https://ramp.com Public - https://public.com Cisco - https://www.cisco.com Console - https://www.console.com CrowdStrike - https://www.crowdstrike.com Figma - https://www.figma.com MongoDB - https://www.mongodb.com NYSE - https://www.nyse.com Railway - https://railway.com Shopify - https://www.shopify.com/ Codex -…