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Amit: The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026

Amit: The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026

PODCAST

JAN 15, 2026

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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

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