Milk Road AI

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...

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...

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 g...

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...

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.⁠...

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 d...

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. ⁠⁠ ~~~~~...

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....

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...

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,...

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...

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...

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 Reserv...

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...

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...

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....

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...

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...

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/⁠⁠⁠ ~~~~~...

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 o...

In this episode, Duncan and Patrick break down why the AI boom is just getting started and lay out the full AI investing stack like no one else is doing. From GPUs to humanoid robots, this is the most practical guide to navigating the AI CapEx supercycle without getting wrecked. We’re talking data centers, chips, models, apps, and robots, all stacked, explained, and mapped to investable plays. ~~~...

In this episode of Milk Road AI, legendary investor and Galaxy Digital CEO Mike Novogratz sits down with Duncan to break down why we are in an AI bubble, and why he’s still aggressively investing in it. From asymmetric bets on Ethereum and Bitcoin to a $3.5 billion bet on AI-focused data centers, Novogratz lays out a high-conviction, contrarian strategy that blends crypto, macro, and infrastructur...