Explore every episode of the podcast Milk Road AI
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It | 12 Nov 2025 | 00:57:02 | |
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. ~~~~~
~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ Patrick & Duncan | 14 Nov 2025 | 00:58:39 | |
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. ~~~~~ 🧠 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 ~~~~~ 🎙 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. | |||
| The Massive AI Build-Out No One Is Pricing In Yet w/ Salim Ismail | 19 Nov 2025 | 00:46:13 | |
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 the biggest tech shift before everyone else catches on: ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| Nvidia Just Validated the Entire AI Trade w/ Patrick & Duncan | 21 Nov 2025 | 00:42:10 | |
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: ~~~~~ ✊ 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 ~~~~~ 🎙 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. | |||
| The 2 Best AI Stocks to Own: Why Google & Tesla Are Untouchable w/ Ejaaz | 26 Nov 2025 | 00:42:18 | |
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 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan | 28 Nov 2025 | 00:41:36 | |
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% 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 ~~~~~ 🎙 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. | |||
| Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ Duncan & Patrick | 05 Dec 2025 | 00:48:32 | |
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 invest in AI with Milk Road AI: https://link.milkroad.com/ai-podcast-5 ~~~~~ ✊ 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 ~~~~~ 🎙 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. | |||
| Amit’s AI Playbook: 5 AI Stocks With Massive Upside Most Investors Are Missing | 03 Dec 2025 | 00:33:37 | |
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/ai-podcast-link ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick | 19 Dec 2025 | 00:39:20 | |
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 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 ~~~~~ 🎙 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. | |||
| The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives | 17 Dec 2025 | 00:29:12 | |
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 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 ~~~~~ 🎙 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. | |||
| How Power and Edge AI Are Redefining the U.S.-China AI Competition w/ Patrick & Duncan | 12 Dec 2025 | 00:39:22 | |
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 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 ~~~~~ 🎙 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. | |||
| The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg | 10 Dec 2025 | 00:43:22 | |
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 technology story; it’s a macroeconomic and geopolitical story that will redefine global power. ~~~~~ 📊 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 ~~~~~ 🎙 GUEST INFO 🎙 Kim Isenberg: https://x.com/kimmonismus Superintelligence: https://getsuperintel.beehiiv.com/ 📃 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. | |||
| AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson | 24 Dec 2025 | 00:47:21 | |
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 Fuse Energy. ~~~~~ 🤖 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 ~~~~~ 🎙 GUEST INFO 🎙 Eric Jackson: https://x.com/ericjackson 📃 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. | |||
| Why Physical AI Is the Most Important AI Investment of the Decade w/ Patrick & Duncan | 26 Dec 2025 | 00:39:00 | |
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 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 ~~~~~ 🎙 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. | |||
| Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel | 31 Dec 2025 | 00:46:29 | |
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 Okara, open-source AI, zero data leakage. ⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~ 🤖 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 ~~~~~ 🎙 GUEST INFO 🎙 Kris Patel: https://x.com/KrisPatel99 📃 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. | |||
| The AI Investing Playbook Nobody Talks About w/ Ronnie | 02 Jan 2026 | 00:38:57 | |
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. ~~~~~ ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 RonnieV: https://x.com/TheRonnieVShow 📃 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. | |||
| The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest | 07 Jan 2026 | 00:46:47 | |
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 leakage. ⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~ ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Ark Invest: https://x.com/ARKinvest Frank Downing: https://x.com/downingARK Nicholas Grous: https://x.com/GrousARK 📃 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. | |||
| 2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick | 09 Jan 2026 | 00:36:17 | |
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. ⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~ ~~~~~ ✊ 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 ~~~~~ 🎙 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. | |||
| The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit | 15 Jan 2026 | 00:36:07 | |
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 ~~~~~ 🤖 AI isn’t a trend. It’s a supercycle. Get 20% off AI PRO this week only. ~~~~~ ⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~ 🤖 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick | 17 Jan 2026 | 00:39:58 | |
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 an upgrade, Bridge makes them instant, global, and dead simple for businesses. ⚡ Exploding energy demand needs smarter grids, meet Fuse Energy. ~~~~~ ~~~~~ ✊ 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 ~~~~~ 🎙 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. | |||
| Google and Anthropic Are Pulling Away From Everyone Else w/ Ejaaz | 21 Jan 2026 | 00:49:29 | |
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 real work and redefining how knowledge jobs get done. ~~~~~ 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses. ~~~~~ ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Ejaaz: https://x.com/cryptopunk7213 Limitlless: 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. | |||
| 6 Winning AI Stocks Beyond Nvidia and Big Tech w/ Ronnie | 28 Jan 2026 | 00:39:37 | |
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 instant, global, and dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Ronnie X: https://x.com/TheRonnieVShow YouTube: https://www.youtube.com/@TheRonnieVShow 📃 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. | |||
| OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick | 23 Jan 2026 | 00:37:22 | |
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, monetizable intelligence. ~~~~~ 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 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. | |||
| Anthropic’s Rise: Is OpenAI Losing Its Lead? w/ Patrick & Duncan | 30 Jan 2026 | 00:39:58 | |
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 just got an upgrade, Bridge makes them instant, global, and dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 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. | |||
| The Economic Singularity Will Make Today’s Economy Unrecognizable w/ Dr. Alexander Wissner-Gross | 04 Feb 2026 | 00:40:16 | |
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 labor, and the world we recognize today begins to change faster than most people realize. ~~~~~ 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Dr. Alexander Wissner-Gross Substack: https://theinnermostloop.substack.com/ LinkedIn: https://www.linkedin.com/newsletters/7404871891775025153/ Spotify: https://open.spotify.com/show/1thtZk5vHTXbtDHezPT7tl Threads: https://www.threads.com/@alexwissnergross RSS: https://theinnermostloop.substack.com/feed 📃 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. | |||
| The Autonomous Driving Race Is Already Over w/ Kyle Reidhead | 11 Feb 2026 | 00:42:55 | |
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 makes them instant, global, and dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| The Deflationary Singularity: Why Everything is Going to ZERO w/ Salim Ismail | 16 Feb 2026 | 00:44:14 | |
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 financial services. If AI continues compounding at its current pace, entire industries built on scarcity could collapse faster than investors expect. ~~~~~ 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| How Apple Could Beat Amazon, Google & Microsoft in AI w/ Ejaaz | 18 Feb 2026 | 00:42:38 | |
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 dead simple for businesses. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Ejaaz: https://x.com/cryptopunk7213 Limitlless: 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. | |||
| Why Your First Humanoid Robot Won’t Be at Home... It’ll Be at Work | 23 Feb 2026 | 00:39:07 | |
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 workflows. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Jan Liphardt: https://x.com/JanLiphardt 📃 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. | |||
| The Viral “2028 Global Intelligence Crisis” Essay Explained: Is the Economy Doomed? w/ Kyle Reidhead | 25 Feb 2026 | 00:35:06 | |
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’s Reddit Agent today. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| Warren Buffett Is Selling… Is an AI Market Crash Coming? w/ Fin Tek | 02 Mar 2026 | 00:32:40 | |
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, and Datadog are being priced wildly differently, even when they’re operating in similar AI-driven markets. ~~~~~ 🚀 Find your first customers where they’re already talking: try Okara’s Reddit Agent today. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Fin Tek YouTube: https://www.youtube.com/@FinTek Instagram: https://www.instagram.com/realfintek/ 📃 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. | |||
| The Industry AI Is Disrupting the Most (And Nobody Is Talking About It) w/ Kyle Reidhead | 04 Mar 2026 | 00:36:56 | |
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 fundamentally changing how businesses operate and how money moves through the global economy. ~~~~~ 🚀 Find your first customers where they’re already talking: try Okara’s Reddit Agent today. ~~~~~ 📚 Helpful Resources 📚 The nitro boost for pharma https://link.milkroad.com/pharma-mar4 ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| AI vs Humans: What Jobs Survive the Next 10 Years? | 09 Mar 2026 | 00:32:07 | |
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 knowledge work by 2027? And if intelligence becomes cheap and abundant, what skills will actually remain valuable? ~~~~~ 🚀 Find your first customers where they’re already talking: try Okara’s Reddit Agent today. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Rawson: https://x.com/PonderingDurian Delphi Intelligence: https://x.com/delphi_intel 📃 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. | |||
| AI Is Where the Internet Was in the Early 2000s w/ Puru Saxena | 16 Mar 2026 | 00:34:03 | |
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. ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Puru Saxena: https://x.com/saxena_puru AlphaTarget: https://alphatarget.com/ 📃 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. | |||
| Why Oil Prices Could Decide the Future of AI w/ Kyle Reidhead | 12 Mar 2026 | 00:35:39 | |
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 Reddit Agent today. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| AI Just Hit an Inflection Point... ARK Invest Explains What Changed w/ Frank Downing | 23 Mar 2026 | 00:41:51 | |
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. ~~~~~ ~~~~~ 🏠Trade U.S. real estate like stocks, starting from just $1. ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Frank Downing: https://x.com/downingARK Ark Invest: https://x.com/ARKInvest 📃 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. | |||
| AI Will Run the Economy… Here’s What to Buy Before It Happens (Full Portfolio Reveal) w/ Kyle Reidhead | 18 Mar 2026 | 00:36:58 | |
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 traditional banking rails, this episode lays out a clear roadmap for what to buy before the next wave hits. ~~~~~ ~~~~~ 🏠Trade U.S. real estate like stocks, starting from just $1. ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| SpaceX + Tesla + xAI: The $25B Mega Bet to BREAK NVIDIA's Chokehold | 25 Mar 2026 | 00:41:30 | |
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. ~~~~~ ~~~~~ 🏠Trade U.S. real estate like stocks, starting from just $1. ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| The #1 Skill You Need to Win in the AI Era w/ Kyle Reidhead | 01 Apr 2026 | 00:35:55 | |
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 wealth will be defined by those who can master context and prompting. ~~~~~ 🥛 Don't miss another minute of Milk Road AI; get our newsletter directly in your inbox twice a week. ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| The Free Internet is Officially Dead. Prepare For The AI Economy w/ Sam Ragsdale | 06 Apr 2026 | 00:45:54 | |
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 now going straight to AI… and getting answers instantly. So what happens when no one clicks anymore? ~~~~~ ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Sam Ragsdale: https://x.com/samrags_ 📃 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. | |||
| Anthropic's Secret Model Is Too Dangerous to Release… It Triggered Emergency Bank Meetings w/ Amit | 13 Apr 2026 | 00:32:50 | |
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 for the future of software, investing, and the global economy. From the so-called “SaaSpocalypse” to the massive revenue growth at OpenAI and Anthropic, this episode connects the dots between AI innovation and market disruption. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Amit: https://x.com/amitisinvesting 📃 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. | |||
| Global Chaos Is Rising… So Why Are We Buying? | 08 Apr 2026 | 00:46:30 | |
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. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Kyle Reidhead: https://x.com/KyleReidhead Vincent: https://x.com/WhiteCollarExit?s=20 📃 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. | |||
| The AI Data Center Trade: Why Bloom, Nebius, and Credo are Ripping | 15 Apr 2026 | 00:39:33 | |
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 Meta’s staggering ad revenue growth, and whether the rise of AI agents will eventually disrupt social media and e-commerce moats. ~~~~~ ~~~~~ ~~~~~ 🔧 Tools & Channels🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Kyle Reidhead: https://x.com/KyleReidhead Vincent: https://x.com/WhiteCollarExit?s=20 📃 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. | |||
| NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive | 22 Apr 2026 | 00:37:49 | |
~~~~~ 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 AI race might not be the companies building flashy apps. It's the ones controlling GPUs, data centers, compute, and infrastructure. The plumbing, basically. ~~~~~ 🌊 Trillions are stuck offchain, build RealFi with Pharos and join the AtlanticOcean Testnet. 🎟️ Be where the next crypto cycle starts: get 20% off our Consensus ticket with code MILKROAD. ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 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. | |||
| Why AI Will Destroy More Jobs Than the Internet Created w/ David Haber | 20 Apr 2026 | 00:31:51 | |
🧠 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 might be built by solo founders with a handful of AI agents. No big team. No massive headcount. Just one person and a swarm of bots. The game is changing. Fast. ~~~~~ 🌊 Trillions are stuck offchain, build RealFi with Pharos and join the AtlanticOcean Testnet. 🎟️ Be where the next crypto cycle starts: get 20% off our Consensus ticket with code MILKROAD. ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 David Haber: https://x.com/dhaber a16z: https://x.com/a16z 📃 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. | |||
| By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross | 27 Apr 2026 | 00:53:55 | |
~~~~~ 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 that could "bulk solve" entire fields like mathematics, physics, chemistry, biology, medicine, law, robotics, energy, and even human longevity. Casual. He breaks down the thesis behind Solve Everything, his new book with Peter Diamandis, and explains why we're entering a decade where scientific discovery becomes industrialized. If he's right, the next 10 years of AI progress could compress centuries of human advancement into a single decade. That's not a productivity boost. That's a different timeline. ~~~~~ 🌊 Trillions are stuck offchain, build RealFi with Pharos and join the AtlanticOcean Testnet. 🎟️ Be where the next crypto cycle starts: get 20% off our Consensus ticket with code MILKROAD. ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Dr. Alexander Wissner-Gross Substack: https://theinnermostloop.substack.com/ LinkedIn: https://www.linkedin.com/newsletters/7404871891775025153/ Spotify: https://open.spotify.com/show/1thtZk5vHTXbtDHezPT7tl Threads: https://www.threads.com/@alexwissnergross RSS: https://theinnermostloop.substack.com/feed 📃 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. | |||
| OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble? | 29 Apr 2026 | 00:37:11 | |
~~~~~ 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 get into whether hyperscalers like Microsoft, Google, Oracle, and Amazon can keep the AI trade alive through their massive CapEx spending. Because right now, those four are basically holding up the entire trade on their backs. ~~~~~ 🌊 Trillions are stuck offchain, build RealFi with Pharos and join the AtlanticOcean Testnet. ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 📃 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. | |||
| “Scarcity Will Become Priceless”: The Next AI Investment Thesis | 06 May 2026 | 00:43:47 | |
~~~~~ 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 becomes priceless. We dig into the exploding AI CapEx race, why Wall Street is dumping trillions into AI infrastructure, and why investors are bailing on traditional SaaS and rotating into AI infrastructure plays. Names like Nvidia, Micron, Nebius, Palantir, Bloom Energy, and the data center supply chain. The shovels and pickaxes of the AI gold rush. And the smart money is already loading up. ~~~~~ ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 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. | |||
| Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years | 13 May 2026 | 00:50:33 | |
~~~~~ 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" thesis, the rolling bottlenecks showing up across the AI supply chain, and why energy infrastructure might be the next major AI investment theme. Plus: Trump's China trip with top tech CEOs, Nvidia's future in China, the growing AI chip war, and why markets might still be massively underestimating how long this cycle can run. Most people think we're in the late innings. We might still be in the second. ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Vincent: https://x.com/WhiteCollarExit 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. | |||
| Why SpaceX Wants To Put AI Data Centers In Orbit | 11 May 2026 | 00:37:33 | |
~~~~~ 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 making space-based compute a financial reality. Daniel breaks down the critical energy bottlenecks on Earth and why sun-synchronous orbits offer a nearly infinite, battery-free power source for future AI hyperscalers. We also dive into the convergence of space, defense, and nuclear energy, highlighting specific public and private companies like Rocket Lab and Oklo that are positioned to benefit from this $10 trillion global power shift. ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. ~~~~~ 🔧 Tools & Channels🥛 ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Daniel Maguire: https://x.com/DMaguireARK 📃 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. | |||