Podcast Episodes
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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-gene…
8Â months, 1Â week ago
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…
8Â months, 2Â weeks ago
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 com…
8Â months, 2Â weeks ago
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 Op…
8Â months, 3Â weeks ago
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…
8Â months, 3Â weeks ago
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 des…
8Â months, 4Â weeks ago
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: th…
9Â months ago
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? D…
9Â months ago
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 …
9Â months, 1Â week ago
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…
9Â months, 2Â weeks ago