David Trainer's videos and podcasts
August 2026
Where does the value-add exist in the AI supply chain if its not in the models? The answer may surp...
"Core Foundational models, independent of a closed loop dataset, are not that valuable." From Andre...
After years on Wall Street, I realized the biggest advantage wasn't faster opinions, it was finding ...
When I was on Wall Street, the single most important publication was Institutional Investor’s rankin...
Since capital markets exist to maximize allocative efficiency, we would expect the agents of capital...
Earnings Recap: Decoding Signals from SpaceX, Palantir, Merck, AMD, Caterpillar, McDonald’s, & More
I really enjoyed this discussion with Traders Magazine. I'm beating the same drum as Chamath Palihap...
Anthropic and OpenAI’s pure-play AI model business models potential IPO valuations (~$1 trillion eac...
July 2026
Watch Our Earnings Recap: Market Heavyweights Apple, Microsoft, Amazon, Meta, Visa, and More
Exciting news: https://lnkd.in/g47FQ3ED Quiver Quantitative and New Constructs
Trust is essential to the integrity of the stock market. If investors can’t trust the markets and de...
This Coalfire article nails the OpenAI and Hugging Face debacle: "What OpenAI did today was take a...
Had a great time recording this episode of The Principal Podcast with Guillaume Jouvencel, where I b...
Congratulations Browning Trainer https://lnkd.in/dseZrdHc Johns Hopkins Football Anne Trainer WO...
All the attention on Kimi (Chinese AI model) and its lower cost/better performance underscores the i...
Everything we do at New Constructs is centered around collecting and curating the best fundamental d...
Earnings Recap: Top Insights from JPMorgan, Bank of America, Taiwan Semiconductor, Netflix, and More
The future of AI is here. Auditable, proven-accurate data driving an ontology that generates alpha i...
See our pre IPO report. One of the few predicting this outcome. https://lnkd.in/gVjGdp-y Commenting...
Unique perspective on AI: The landscape in AI is shifting rapidly to benefit those firms that have ...
Its no secret that Wall Street is designed to serve Wall Street, not investors. But most investors ...
Great work! Commenting on post from: Arman Khaledian with content: A summary can be factually corre...
I think the primary goal for AI should be to build trust. Instead, the focus on making money is lead...