Milk Road AI – Details, episodes & analysis

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 infrastructure like no one else in the game.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/

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✊ Follow Milk Road on Social Media:

👉 Milk Road AI Twitter: https://x.com/MilkRoadAI

👉 Duncan Twitter: https://x.com/FloodCapital

👉 Milk Road AI YouTube: https://www.youtube.com/@MilkRoadAI

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Mike Novogratz: https://x.com/novogratz

📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

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.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: ⁠https://milkroad.com/ai/⁠

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✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠https://x.com/MilkRoadAI⁠

👉 YouTube: ⁠https://www.youtube.com/@MilkRoadAI⁠

👉 Spotify: https://link.milkroad.com/spotify-mr-ai

👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai

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🎙 GUEST INFO 🎙

Duncan: ⁠⁠https://x.com/FloodCapital⁠⁠

Patrick: https://x.com/Potrock_

Kyle Reidhead: https://x.com/KyleReidhead

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

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.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on:

https://milkroad.com/ai/⁠⁠

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✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠https://x.com/MilkRoadAI⁠⁠

👉 YouTube: ⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠

👉 Spotify: ⁠https://link.milkroad.com/spotify-mr-ai⁠

👉 Apple Podcast: ⁠https://link.milkroad.com/applepod-mr-ai⁠

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Salim Ismail: https://x.com/salimismail

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on:

⁠https://milkroad.com/ai/⁠⁠⁠

~~~~~

✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠

👉 YouTube: ⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠

👉 Spotify: ⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠

👉 Apple Podcast: ⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠

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🎙 GUEST INFO 🎙

Duncan: ⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠

Patrick: ⁠https://x.com/Potrock_⁠

Kyle Reidhead: ⁠https://x.com/KyleReidhead

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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?

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🚨 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 the biggest tech shift before everyone else catches on:

⁠⁠https://milkroad.com/ai/⁠⁠⁠⁠

~~~~~

✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠

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Ejaaz: https://x.com/cryptopunk7213

Limitless: https://www.youtube.com/@Limitless-FT

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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.

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🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday:

https://link.milkroad.com/ai-blackfriday-28

🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on:

⁠⁠⁠https://milkroad.com/ai/⁠⁠⁠⁠⁠

~~~~~

✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Duncan: ⁠⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠⁠

Patrick: ⁠⁠https://x.com/Potrock_⁠

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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.

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🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI:

https://link.milkroad.com/ai-podcast-5

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✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Duncan: ⁠⁠⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠⁠⁠

Patrick: ⁠⁠⁠https://x.com/Potrock_⁠

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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.

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🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI:

https://link.milkroad.com/ai-podcast-link

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✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠⁠

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Amit

X: https://x.com/amitisinvesting

YouTube: https://www.youtube.com/@amitinvesting

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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.

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📊 ⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠

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🤖 Get the drama, the deals, and the smartest ways to invest in AI with Milk Road AI Newsletter.

~~~~~

✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠⁠⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Duncan: ⁠⁠⁠⁠⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠⁠⁠⁠⁠

Patrick: ⁠⁠⁠⁠⁠https://x.com/Potrock_⁠⁠

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

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.

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📊 ⁠⁠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 Newsletter.

~~~~~

✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠

👉 Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠⁠⁠⁠⁠

👉 Apple Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠⁠⁠⁠⁠

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🎙 GUEST INFO 🎙

Dan Ives: https://x.com/DivesTech

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.