Milk Road AI
Milk Road AI is a podcast that explores the transformative impact of artificial intelligence on investment opportunities. Hosted by the Milk Road team, it features three episodes per week with investors, analysts, and builders who are shaping the next great financial market. The show aims to help listeners identify the biggest investment opportunities of the decade, with a focus on AI-driven companies. It also promotes a premium service that provides stock picks and analysis.
Episodes
The AI Power Crisis Is Creating a Huge Opportunity
In today's episode, we break down why energy availability has become the ultimate bottleneck for the AI data center build-out and why Bloom Energy is positioned to become a core power platform for AI infrastructure. Vincent explains why traditional power grid connections - which can take up to seven years - are driving data center operators toward "behind-the-meter" fuel cell solutio
The Bull Case for Software in the AI Era
In today's episode, we break down why the "SaaSpocalypse" narrative is wrong and how leading software companies are using cheap, accessible AI to drive massive new growth. Martin explains why enterprise SaaS isn't dead, how companies like ServiceNow are evolving into "AI control towers" to automate enterprise workflows and replace manual labor costs.~~~~🎯 Our ana
The Next AI Rally Already Started
In today's Rollup, we break down why the recent pullback in tech and AI stocks was a prime buying opportunity, how new open-weight AI models like China's Kimi K3 are supercharging demand for compute and memory, and why energy availability is quickly becoming the ultimate bottleneck for data center expansion.Behind-the-meter power solutions like Bloom Energy stand to benefit from grid const
The Next Winners of the AI Data Center Boom
Today we break down why photonics and optical networking are emerging as the next critical bottleneck - and massive market opportunity - in the AI data center build-out.Melvin explains how transmitting data with light through glass fiber instead of traditional copper wiring dramatically reduces power consumption and heat across massive GPU clusters, and how hyperscalers' multi-trillion-dollar
Will AI Trade Stocks Better Than Us?
In today's episode, we sit down with Gav Blaxberg, founder of Wolf Financial, to explore how AI agents and automated tools are reshaping modern investing and trading. Gav breaks down his personal investing philosophy, why he remains bullish on the broader markets, and how investors can use ETFs like high-dividend equity funds to diversify and hedge against crowded trades.~~~~🎯 Our analys
One Catalyst Could Make This Stock Blow Up in Two Weeks
In this episode, we break down why Galaxy may be one of the most misunderstood AI stocks on the market. While many investors still view it as a crypto company, its AI data center business is rapidly becoming a major growth engine, and the next earnings report could be the catalyst that finally gets the market’s attention.~~~~🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Ener
Robinhood’s AI Bet Is Bigger Than Anyone Realizes
In today’s episode, we break down a unique investment thesis on Robinhood ($HOOD) that goes far beyond commission-free trading. As AI agents evolve from coding assistants into autonomous economic actors, they could soon be investing, spending, and managing money on behalf of millions of users. If that happens, Robinhood could be one of the biggest AI winners investors are overlooking.~~~~🎯 Our
Memory Stocks Are Crashing, Should You Buy the Dip?
In today’s AI Rollup, we break down whether the recent sell-off in memory stocks, NeoClouds, and AI infrastructure changes the long-term investment thesis, or strengthens it. We also discuss why Apple could quietly become one of the biggest winners of the AI agent revolution, how falling token costs could actually increase AI demand, and why Wall Street may still be underestimating the amount of c
Are NeoClouds the Biggest Buying Opportunity Since Micron?
In this episode, we break down why NeoClouds are emerging as one of the most compelling AI investment themes today. We explain what NeoClouds actually are, why NVIDIA is investing billions into the space, and how the recent selloff may have created an attractive entry point for long-term investors. We also dive into Morgan Stanley’s latest AI CapEx forecasts, the growing compute shortage, Meta’s m
The Next 12 Months Will Make or Break AI
In this episode of Milk Road AI, we sit down with Ben Bajarin, CEO of Creative Strategies and one of Silicon Valley’s longest-tenured technology analysts, to break down what’s really driving the AI market. From the dot-com bubble to today’s AI infrastructure race, Ben explains why the next 12 months could determine whether the trillion-dollar AI investment thesis holds up.~~~~🎯 Our analysts ca
Teradyne Could Win BOTH the Chip and Robotics Boom
In today’s episode, we break down why Teradyne (NASDAQ: TER) could be one of the most overlooked AI infrastructure investments. As AI chips become more powerful and data centers become more complex, every GPU, memory chip, optical interconnect, and rack-scale system needs to be tested before deployment, and Teradyne is one of the global leaders making that happen.~~~~🎯 Our analysts called Micro
3 Ways to Profit From the Biggest AI and Robotics Boom in History
Kyle Reidhead outlines a concrete strategic framework to safely navigate this generational bull market, contrasting long-term index compounding with high-conviction stock picking and the massive capital moats protecting the Magnificent Seven.~~~~🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF!~~~~
This AI Selloff Is the Biggest Buying Opportunity Yet
We break down why we're staying bullish despite recent weakness across AI stocks, why Nvidia, Micron, Meta, Google, Amazon, and the broader AI infrastructure trade may still be in the early innings, and where new opportunities are emerging across software, robotics, and the application layer. Everyone sells the dip. Few people buy it with conviction. The ones who do are usually the ones who wi
Missed Micron? The $7.5 Trillion Robotics Boom Starts Now
In this episode, we break down why Robinhood could become the ultimate financial super app, how prediction markets are emerging as a brand-new asset class, why tokenization matters more than most investors realize, and whether Robinhood is positioning itself to beat Coinbase in the race to own the next generation of retail finance.~~~~🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom
The Formula Institutional Investors Use to Beat the Market w/ Adam Parker
What separates professional investors from everyone else? In this episode, we sit down with Adam Parker, Founder & CEO of Trivector Research and former Morgan Stanley Chief U.S. Equity Strategist, to break down the formula institutional investors use to consistently outperform the market.~~~~🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Ene
Eli Lilly Is Up 2x This Year And That’s Just the Beginning
🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1.~~~~~In this episode, we break down why Eli Lilly could become one of the biggest beneficiaries of artificial intelligence. While most investors know the company for its blockbuster GLP-1 weight-loss and diabetes drugs, the real
The Rotation That Could Create the Next 10x Stocks
🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1.~~~~~In this episode, we break down why the biggest winners over the next few years may not be AI chip stocks, but the companies using AI to transform entire industries. We discuss the rotation from AI infrastructure into AI applic
What A World Governed By AI Could Actually Look Like
🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1.~~~~~What happens when AI becomes smarter than humans at nearly every digital task? In this episode, Emad Mostaque, founder of Stability AI, shares his vision of a future where artificial intelligence transforms the global economy, r
Micron Is Going to $4,000!
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~We break down why Micron's jaw-dropping quarterly earnings completely shattered Wall Street's consensus, how the explosive demand for High Bandwidth Memory (HBM) is rewriting the rules of tech hardware pricing, and why the standard memory boom-and-bust cycle has offici
3 Stocks We Think Can Beat The AI Infrastructure Trade w/ Kyle Reidhead
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~For two years, investors have piled into AI infrastructure: chips, memory, data centers, energy. But what if the next wave of AI winners looks completely different? Kyle Reidhead breaks down the 3 stocks he's buying right now, why he's rotating away from some of the mos
The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~Cody Schneider joined us to break down what's actually happening on the front lines of AI adoption. We're not talking about chatbots and copilots anymore. Autonomous marketing agents. AI-powered employees. Open-source models replacing entire workflows. Businesses are alr
The Chip Company the AI Crowd Isn't Watching Yet
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~In this episode, Vincent dives into Infineon, a hidden AI infrastructure play powering the next generation of data centers, energy systems, batteries, and even humanoid robots. As AI pushes power consumption to new extremes, a new bottleneck is emerging: electricity. We b
The Next Most Valuable Company In The World?
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~SpaceX is surging. AI infrastructure spending is exploding. And a new investment theme is emerging: Sovereign AI. We break down why the market shrugged off SpaceX IPO fears, whether this rally is actually sustainable, and why some investors think SpaceX could become one of
Will SpaceX IPO Mark The Top For AI Stocks? w/ Bradley Freeman
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~SpaceX. OpenAI. Anthropic. All moving to public listings. And investors are asking the same question: are we witnessing the next great wealth creation event... or the final stage of AI market euphoria? Bradley Freeman (Stock Market Nerd) joined us to break down the state of
The Next Micron? This AI Stock Is Flying Under The Radar
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~In this episode, we break down a hidden AI infrastructure stock sitting at the center of the semiconductor supply chain. Spun out of DuPont and working with industry giants like Nvidia, TSMC, Samsung, and Apple, this company provides the critical materials and chemicals
The $1 Trillion Tech Sell-Off: Panic or the Best Entry of the Year?
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~In today’s episode, we break down the growing debate at the heart of the AI investment thesis. Will AI keep driving endless demand for chips, data centers, and power? Or are efficiency gains about to reshape the entire industry? We get into why some investors are turning caut
A 200x Market Almost Nobody Is Talking About Yet
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~The AI arms race is accelerating. And the biggest tech companies in the world are spending billions to secure one thing: compute. In this episode, we break down why Google's massive capital raise could be one of the strongest signals yet that AI demand is blowing past availabl
The AI Model With An Unfair Advantage Over ChatGPT
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~In today's episode, we break down why the intersection of AI demand and web infrastructure is creating a massive value mismatch, and how decentralized computing protocols are solving real-world data bottlenecks.Yan Liberman, managing partner at Delphi Ventures, explains why th
Why NeoClouds Could Become The Biggest AI Winners
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~The S&P 500 is smashing through insane new all-time highs, Micron officially rocketed into a trillion-dollar company, and the true constraints of the $8 trillion AI infrastructure race are physical bottlenecks hidden from the public eye. We explain why the hyper-cyclica
What The Economy Looks Like When Machines Can Pay Each Other
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~AI agents are evolving from simple chatbots into autonomous economic actors. And that could completely change the global financial system. We sat down with Guillaume Poncin (CTO at Alchemy) on Milk Road AI to dig into why AI agents are going to need their own financial infr
AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~NVIDIA just posted another monster earnings report. But this episode makes the case that the biggest AI opportunity might no longer be Nvidia itself. We dig deep into the $8 trillion AI CapEx thesis and why the next phase of the AI boom could happen completely outside of chi
The Biggest Shift In Finance Since The Internet w/ Stephen Mackintosh
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~In today’s episode, we sat down with Stephen Mackintosh on Milk Road AI. His take: AI agents could be the biggest shift in finance since the internet itself. From autonomous trading agents to AI-powered investing, programmable money, crypto infrastructure, and the future of
Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years
🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days.~~~~~In today’s episode, we break down why the AI boom might still be in its early innings. And why the next phase of the AI trade could be even bigger than everything we've already seen with Nvidia, OpenAI, and the hyperscalers. We get into the "infinite compute demand&q
Why SpaceX Wants To Put AI Data Centers In Orbit
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.~~~~~In this episode of Milk Road AI, Daniel Maguire from ARK Invest explains why the next massive trade in the AI infrastructure build-out is heading beyond Earth’s atmosphere. We explore the emerging concept of orbital data centers and how SpaceX's lead in full rocket reusability is m
“Scarcity Will Become Priceless”: The Next AI Investment Thesis
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.~~~~~In this episode, we break down one of the biggest investing theses coming out of the AI boom: why scarcity could become the most valuable asset on the planet as AI creates an era of digital abundance. Translation: when everything becomes infinite, the stuff that's still finite becom
OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.~~~~~In this episode, we break down what OpenAI's weaker-than-expected numbers actually mean. Spoiler: it's not what most people think. Compute - not demand - is still the biggest bottleneck in AI. There's plenty of demand. There just aren't enough chips to go around. We also
By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.~~~~~Dr. Alex Wissner-Gross is back on Milk Road AI with one of the boldest AI predictions we've heard yet. By 2035, AI could help solve many of the biggest challenges facing humanity. And no, we're not talking about better chatbots or faster coding. We're talking about AI systems
NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.~~~~~In today’s episode, we break down one of the biggest shifts happening in business right now: AI tokens are becoming the new labor force. Jensen Huang (NVIDIA CEO) says the future of every company comes down to one thing. How effectively it can consume tokens. That means the winners of the
Why AI Will Destroy More Jobs Than the Internet Created w/ David Haber
🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 7 days.~~~~~In today’s episode, David Haber from Andreessen Horowitz just dropped some uncomfortable truths on the show. AI could destroy more jobs than the internet ever created. Traditional SaaS companies are entering a really dangerous phase. And the next wave of billion-dollar businesses? They migh
The AI Data Center Trade: Why Bloom, Nebius, and Credo are Ripping
In this episode of Milk Road AI, analysts Vincent and Melvin break down their latest 50% gainers, specifically highlighting how Bloom Energy (BE) is solving data center power bottlenecks with 90-day off-grid deployments. The team debates the "hot money" into the AI hardware stack, including deep dives into Nebulous and Credo’s role in the massive infrastructure build-out. We also explore
Anthropic's Secret Model Is Too Dangerous to Release… It Triggered Emergency Bank Meetings w/ Amit
In today’s episode of the Milk Road AI, we break down one of the most shocking developments in artificial intelligence right now: an unreleased model from Anthropic that’s reportedly so powerful it sparked emergency conversations with major banks. But that’s just the beginning. We get into the rise of AI models like Claude Code, the explosive growth of enterprise AI adoption, and what this means f
Global Chaos Is Rising… So Why Are We Buying?
In today’s episode of Milk Road AI, the panel breaks down the biggest question investors are facing right now: Should you be buying or selling in the middle of global chaos? We go beyond the headlines and dig into what actually matters: AI demand, compute bottlenecks, and where the real money is flowing. While most investors are focused on fear, we’re focused on opportunity.~~~~~🥛 Don't mis
The Free Internet is Officially Dead. Prepare For The AI Economy w/ Sam Ragsdale
In today’s episode of Milk Road AI, we break down one of the biggest shifts happening right now: the collapse of the “free internet” and the rise of a new AI-driven economy. For decades, the internet has been powered by ads, and your attention was the product. But with the rise of AI agents, that model is starting to break. Instead of clicking links, browsing websites, and seeing ads, users are no
The #1 Skill You Need to Win in the AI Era w/ Kyle Reidhead
In this episode of the Milk Road AI Show, Kyle walks us through his journey of building full-scale applications in a single weekend using Claude and Gemini, and why the era of the "CEO Cockpit" is officially here. We break down why the S&P 500 is facing a massive repricing as AI hags the traditional "moats" of software and project management, and why the next separation of
SpaceX + Tesla + xAI: The $25B Mega Bet to BREAK NVIDIA's Chokehold
In this episode of the Milk Road AI Show, we break down the massive infrastructure shifts happening in the AI and space sectors, where we discuss Elon Musk's audacious new plan to vertically integrate chip manufacturing through a joint venture between Tesla and SpaceX.~~~~~🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 14 days before the offer dis
AI Just Hit an Inflection Point... ARK Invest Explains What Changed w/ Frank Downing
In this episode of the Milk Road AI Show, we sit down with Frank Downing from ARK Invest, one of the lead authors behind their annual Big Ideas report, to break down what's really changed in AI over the last three months and why it matters for every investor, builder, and business owner.~~~~~🧠 See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 14 days b
AI Will Run the Economy… Here’s What to Buy Before It Happens (Full Portfolio Reveal) w/ Kyle Reidhead
What happens when AI doesn’t just assist the economy… but actually runs it? In this episode of Milk Road AI, Kyle Reidhead reveals his full investment portfolio and breaks down exactly how he’s positioning for a world where AI, crypto, and energy converge. From Tesla’s role in autonomous systems, to Coinbase as the backbone of on-chain finance, to why AI agents will use crypto instead of tradition
AI Is Where the Internet Was in the Early 2000s w/ Puru Saxena
In this episode, we sit down with investor Puru Saxena, founder of AlphaTarget, to break down why artificial intelligence may still be in the very early innings of a massive technological shift. Just like the internet in the early 2000s, AI is only beginning to transform industries, and the biggest opportunities may still lie ahead.~~~~~🏠Trade U.S. real estate like stocks, starting from just $1. ⚡
Why Oil Prices Could Decide the Future of AI w/ Kyle Reidhead
In this episode, Kyle Reidhead breaks down why a sudden spike in oil prices sent shockwaves through global markets and why this matters far beyond the energy sector. From AI data centers to global inflation, energy prices could play a much bigger role in shaping the future of technology than most investors realize.~~~~~🚀 Find your first customers where they’re already talking: try Okara’s Red
AI vs Humans: What Jobs Survive the Next 10 Years?
In this episode, we break down the accelerating AI revolution with Rawsen from Delphi Intelligence. From the rise of autonomous AI agents to the global race between the United States and China, we explore what the future of artificial intelligence could mean for workers, startups, and entire industries. Will AI replace most white-collar jobs? Could “digital workers” handle the majority of knowledg
The Industry AI Is Disrupting the Most (And Nobody Is Talking About It) w/ Kyle Reidhead
In this episode of Milk Road AI, Kyle Reidhead breaks down the industry where AI is already having its biggest impact and why almost nobody is talking about it. We discuss how AI is transforming entire sectors by removing intermediaries, automating complex workflows, and dramatically improving efficiency. From financial services to healthcare and fintech, AI isn’t just creating new products; it’s
Warren Buffett Is Selling… Is an AI Market Crash Coming? w/ Fin Tek
In today’s episode of Milk Road AI, we sit down with Fin Tek (Kern Francis) to break down what’s really happening in the AI stock market, and what crypto investors should be paying attention to.Buffett has been reducing exposure to major holdings like Apple and Bank of America, while tech stocks tied to AI are seeing massive volatility. Meanwhile, companies like Google, Microsoft, Tesla, Palantir,
The Viral “2028 Global Intelligence Crisis” Essay Explained: Is the Economy Doomed? w/ Kyle Reidhead
In this episode of Milk Road AI, Kyle Reidhead joins the show to break down the now-famous “2028 Global Intelligence Crisis” scenario. We unpack what AI could realistically disrupt first, why software companies may be more vulnerable than physical industries, and which sectors could actually thrive if AI adoption accelerates.~~~~~🚀 Find your first customers where they’re already talking: try Okara
Why Your First Humanoid Robot Won’t Be at Home... It’ll Be at Work
In this episode of Milk Road AI, we break down what humanoid robots can actually do today, why home robots are one of the hardest use cases, and which industries will deploy AI-powered machines first. From triage systems in hospitals to autonomous customer intake at businesses, these robots are designed to interact with people, navigate human-built environments, and plug directly into existing wor
How Apple Could Beat Amazon, Google & Microsoft in AI w/ Ejaaz
In this episode of Milk Road AI, we break down the $645B AI spending surge from Amazon, Google, Microsoft, and Meta, and why the market is suddenly nervous. While hyperscalers are pouring hundreds of billions into AI infrastructure, data centers, and custom chips, one company is taking a very different approach.~~~~~🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and
The Deflationary Singularity: Why Everything is Going to ZERO w/ Salim Ismail
In this episode of Milk Road AI, Salim Ismail breaks down a bold thesis that could redefine markets, crypto, and the global economy: we are entering the largest deflationary wave in modern history. He explains why AI, exponential energy growth, and blockchain infrastructure are driving the marginal cost of everything toward zero, from software and healthcare to education, transportation, and finan
The Autonomous Driving Race Is Already Over w/ Kyle Reidhead
In this episode of Milk Road AI, we break down why the autonomous driving race may already be decided, and why this isn’t about EVs anymore, but artificial intelligence at scale. Fully self-driving adoption is accelerating, unsupervised autonomy is approaching regulatory approval, and the robotaxi opportunity could unlock a $320 billion market.~~~~~🌍 Stablecoins just got an upgrade, Bridge m
The Economic Singularity Will Make Today’s Economy Unrecognizable w/ Dr. Alexander Wissner-Gross
In this episode of Milk Road AI, Dr. Alexander Wissner-Gross explains why the rapid collapse in the cost of AI isn’t just improving software; it’s triggering a chain reaction that could collapse the cost structure of the entire economy. This conversation explores the idea of an Economic Singularity, where intelligence becomes radically cheaper, robotics turns that intelligence into near-zero cost
Anthropic’s Rise: Is OpenAI Losing Its Lead? w/ Patrick & Duncan
In today’s episode of Milk Road AI, we break down why the balance of power in artificial intelligence may be starting to shift. Anthropic is raising more capital, winning over enterprise users, and positioning itself to control more compute in 2026, all while OpenAI faces growing political scrutiny, enormous spending commitments, and tougher questions around monetization.~~~~~🌍 Stablecoins jus
6 Winning AI Stocks Beyond Nvidia and Big Tech w/ Ronnie
In this episode of Milk Road AI, we are joined by Ronnie to break down six AI stocks positioned to win in the next phase of the AI cycle, not the obvious mega-cap names, but the companies powering what actually makes AI work. Think energy, infrastructure, data, finance, and second-order effects that Wall Street hasn’t fully priced in yet.~~~~~🌍 Stablecoins just got an upgrade, Bridge makes them
OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick
In this episode of Milk Road AI, Duncan and Patrick break down OpenAI’s revenue ramp and explain why it kills the AI bubble narrative that’s been spreading across markets. As OpenAI scales compute from megawatts to gigawatts, revenue is following in lockstep. What once looked like reckless spending now looks like a deliberate infrastructure buildout, converting energy and compute into real, moneti
Google and Anthropic Are Pulling Away From Everyone Else w/ Ejaaz
In this episode of Milk Road AI, we break down why Google’s unmatched advantages in data, distribution, infrastructure, and full-stack integration are creating a lead that’s becoming structurally difficult to challenge. At the same time, Anthropic is dominating where it matters most: execution. With products like Claude Code and Claude Co-Work, Anthropic isn’t chasing benchmarks; it’s replacing re
This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick
In this episode of Milk Road AI, we discuss a major breakthrough for Galaxy Digital, which just secured a massive power approval in Texas, positioning it as a key player in the data center "power wars." We also break down a new $10 billion partnership between OpenAI and chipmaker Cerebras, signaling a potential IPO and a shift away from Nvidia's dominance.~~~~~🌍 Stablecoins just got
The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit
The question is no longer “is AI a bubble?” It’s where the next wave of returns actually comes from.In this episode of Milk Road AI, Amit breaks down why AI is entering a new phase in 2026, why mega-cap tech may no longer be where the real upside is, and how smart investors are thinking about rotation, positioning, and second-order winners across AI infrastructure, robotics, energy, and software~~
2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick
In this episode of Milk Road AI, Duncan and Patrick break down the quiet but violent shift happening right now in AI: coding agents replacing junior engineers, white-collar workflows being automated end-to-end, and why the “AI slowdown” narrative completely collapses once you look at what’s actually being deployed.~~~~~🧠 Stop feeding closed AI. Try Okara, open-source AI, zero data leakage.
The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
Everyone is watching AI chips, models, and data centers.Almost no one is watching where the money will actually flow.In this episode, we sit down with ARK Invest to break down the most underestimated AI market heading into 2026, and why it has far bigger implications for markets and global commerce than most investors realize.~~~~~🧠 Stop feeding closed AI. Try Okara, open-source AI, zero data l
The AI Investing Playbook Nobody Talks About w/ Ronnie
In this episode of Milk Road AI, Ronnie breaks down a simple but ruthless framework for investing in AI, one that ignores buzzwords and focuses on what actually drives long-term returns: data, distribution, margins, and real-world adoption.~~~~~🧠 Stop feeding closed AI. Try Okara, open-source AI, zero data leakage.⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~🤖 G
Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel
In this episode of Milk Road AI, we’re joined by Kris Patel to cut through the hype and explain why AI isn’t a short-term trade, but a once-in-a-generation investment shift, on par with the rise of the internet. We break down where real value is being created, which companies are actually monetizing AI today, and why most investors are looking in the wrong place.~~~~~🧠 Stop feeding closed AI. Try
Why Physical AI Is the Most Important AI Investment of the Decade w/ Patrick & Duncan
In this episode of Milk Road AI, we break down why AI is finally moving out of the screen and into the real economy, and why robotics may be the most mispriced AI investment opportunity of the next decade.~~~~~🧠 Stop feeding closed AI. Try Okara, open-source AI, zero data leakage.⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~🤖 Get the drama, the deals, and the smartes
AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson
In this episode, EMJ Capital founder Eric Jackson explains why AI isn’t overhyped, it’s still deeply misunderstood, why the biggest winners won’t come from chips or data centers alone, and how AI is quietly reshaping crypto, markets, and investing strategy at every layer.~~~~~🧠 Stop feeding closed AI. Try Okara, open-source AI, zero data leakage.⚡ Exploding energy demand needs smarter grids, meet
The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick
In this episode, we break down why the AI buildout isn’t collapsing under debt, why compute and power, not apps, are the real bottlenecks, and why OpenAI sits at the center of everything from infrastructure spending to future demand.~~~~~📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.~~~~~🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI New
The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives
In this episode of Milk Road AI, Dan Ives breaks down why today feels much closer to the early internet era than a late-stage bubble, why AI spending is still accelerating beneath the surface, and why the biggest gains may come after the first wave everyone is already obsessed with. ~~~~~📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.~~~~~🤖 Get the drama, the deals, and the
How Power and Edge AI Are Redefining the U.S.-China AI Competition w/ Patrick & Duncan
In today’s Milk Road AI episode, Patrick and Duncan break down why AI infrastructure may matter more than AI models, how China is closing the gap despite weaker chips, and why energy, power generation, and edge computing are becoming central to AI leadership, with major implications for crypto, data centers, and long-term investing.~~~~~📊 Discover crypto’s onchain S&P 500, check out Reserve’s
The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg
Welcome back to the Milk Road AI Show. Today’s episode dives into one of the most important (and least understood) forces shaping the next decade: the collision between AI, energy, geopolitics, robotics, and global markets. Our guest, Kim Isenberg, editor-in-chief of Superintelligence and one of the fastest-rising thinkers in AI, breaks down why artificial intelligence is no longer just a technolo
Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ Duncan & Patrick
Today’s Milk Road AI episode dives into one of the biggest questions shaking the AI: Is OpenAI falling behind Google… and what happens if they are? Duncan and Patrick break down the “Code Red” moment inside OpenAI, Gemini’s breakout performance, and how these model wars could unleash a compute supercycle unlike anything we’ve seen before.~~~~~🤖 Get the drama, the deals, and the smartest ways to in
Amit’s AI Playbook: 5 AI Stocks With Massive Upside Most Investors Are Missing
Everyone’s talking about AI… but almost no one knows where the real upside is hiding. In today’s episode, we sit down with Amit, one of the sharpest stock pickers in the AI world, to break down the five AI stocks with explosive potential that most investors are completely overlooking.~~~~~🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI: https://link.milkroad.com
Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan
Welcome back to the Milk Road AI. Today, we’re diving straight into the battlefield behind the markets: the AI Cold War. Google is surging, Nvidia is wobbling, Meta wants TPUs, the U.S. is calling AI a national-security priority, and China is only months behind in frontier models. Meanwhile… the biggest bottleneck in the entire AI economy might not be chips at all, it might be power.~~~~~🚨 Get 40%
The 2 Best AI Stocks to Own: Why Google & Tesla Are Untouchable w/ Ejaaz
Today’s episode is a wild one. We brought on Ejaaz, AI investor, podcaster, and full-stack nerd, to break down the one question everyone keeps asking: who actually wins the AI supercycle? ~~~~~🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://link.milkroad.com/black-friday-26🧠 Join the Milk Road AI Newsletter waitlist and get ahead of t
Nvidia Just Validated the Entire AI Trade w/ Patrick & Duncan
In today’s weekly rollup, we break down the wild week in AI markets: Nvidia’s insane earnings call, Google’s huge new Gemini releases, OpenAI’s revenue explosion, and the robotics boom that could become the next trillion-dollar demand wave.~~~~~🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/~~~~~✊ Fol
The Massive AI Build-Out No One Is Pricing In Yet w/ Salim Ismail
In today’s episode of Milk Road AI, Salim Ismail, founder of OpenExO, author of Exponential Organizations, and former CEO of Singularity University, breaks down why the AI boom is not a bubble, why model efficiency won’t save us from the compute explosion, and why the real opportunities lie in the physical infrastructure behind AI.~~~~~🧠 Join the Milk Road AI Newsletter waitlist and get ahead of t
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