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

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  1. Pierce Freeman and Richard Diehl Martinez in blue and white tops against black, alongside the blue and white headline "WHAT CHANGED IN AI?".
    AI in 2025: Benchmarks, Agents, Open Models and the Investment Boom
    The Pretrained Pod1h 32m
  2. Pierce Freeman and Richard Diehl Martinez in blue and white tops against black, one touching his chin, alongside the blue and white headline "AI BOOM OR BUBBLE?".
    Is AI in a Bubble? Compute Deals, Energy and Revenue Risk
    The Pretrained Pod1h 15m