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Videos about capital allocation, company valuations, infrastructure spending, and financial exposure across the AI industry.

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  1. Why Anthropic's IPO Could Move Billions
    MTS27:09
  2. Why AI Funding Is Moving Beyond Models
    MTS2:04
  3. Why AI Needs New Hardware
    MTS25:05
  4. What 30 Days of AI Bot Trading Actually Returned
    All About AI12:10
  5. Silicon Valley Knows Something We Don't...
    AI Copium26:15
  6. Why Smarter AI Models Could Drive Up Compute Prices
    Dwarkesh Patel11:18
  7. Apple Can't Get Margin Called. That's The Whole AI Story Now.
    Nate B Jones12:14