

The op-ed writer is Adam Mastroianni who is a regular at Lighthaven. https://gwern.net/interview-inkhaven
He cites Andy Masley who is yet another autodidact with a cushy job in the Effective Altruism grantland. https://www.andymasley.com/ and Brian Potter who is an engineer at a think tank called the Institute for Progress https://ifp.org/author/brian-potter/ (“The overwhelming priority of energy policy must be making it easier to build things” which things angryDuckMeme.png)
The LW insider thinks Aschenbrenner is trying to save a stake in Anthropic. I think that is very likely because the press release stressed “public stock position” and Anthropic is privately owned.
Edit / I don’t think Thomas Kwa of METR and LW understands leverage. The idea is that if you borrow $40.5b on $4.5b of collateral, you have $45b to invest but a 10% drop will wipe you out. Before you get there the bank will knock on your door and say “margin call! either you provide more collateral or we seize your assets.”