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Chip stocks crashed (segment 1

2026-07-31 · 22:52 UTC ·@theallinpod ·0 min read

Brief

The All In Pod episode (published 2026-07-31) ties a semiconductor market crash to the news that Leopold Aschenbrenner's $20B AI fund was margin called, examines China’s advantage and US green shoots, covers frontier labs urging a slowdown while destroying rare books, debates Mamdani’s grocery-store 'Socialist Spectacle,' and ends with brain-mapping science coverage.

Why it matters

Chip stocks crashed (segment 1:19) — the hosts report a major downturn in semiconductor equities.

Key details

  • Leopold Aschenbrenner's $20 billion AI fund was margin called (reported at 1:19), per the episode.
  • Frontier AI labs publicly urged 'SLOW DOWN AI' (34:12) and are reportedly destroying rare books to limit training data (1:01:15).
Source evidence

🚨 POD UP!

-- Chip Stocks Crash

-- Leopold Aschenbrenner's $20B AI Fund Gets Margin Called

-- Frontier Labs Say SLOW DOWN AI, and Why They're Destroying Rare Books

-- Mamdani's Grocery Stores a Big Win for the "Socialist Spectacle"

-- Science Corner: Understanding the Brain

(0:00) Bestie intros

(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called

(20:20) China's advantage and green shoots for the US economy

(34:12) Frontier Labs say "SLOW DOWN AI"

(1:01:15) Why are frontier labs "burning books"?

(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"

(1:24:44) Science Corner: Understanding and mapping the brain

Video