Leopold Ashenbrener’s drawdown becomes a debate over leverage, AI-market volatility, and whether defense-tech hype is repeating the same mistake.

Anthropic, OpenAI, and the Pentagon: the video tells the story of the fight over who controls military AI and where human responsibility ends.

Ravikant argues that AI is already reshaping companies, hardware, and war, while the sector concentrates in a few hands.

Stumpf argues that digital war has not erased the human cost: it has only made it faster, more visible, and harder to ignore.