AI burnout, billion-dollar bets, and Silicon Valley's Epstein problem

The Equity podcast explores recent trends in technology investment, spotlighting deals involving Aptronic, a humanoid robotics company, and Inertia Enterprises, a fusion energy startup. The discussion questions whether investors are genuinely interested in the technology's potential or simply chasing the latest trends, especially given the long timelines for return on investment in deep tech. The hosts also analyze the implications of the release of the Epstein files, focusing on connections to Silicon Valley and the pursuit of quick profits over company building. Finally, the podcast examines the high turnover rates within AI companies, including the exodus from xAI, attributing it to a combination of mission-driven focus and financial pressures.