The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick

Google and Anthropic Are Pulling Away From Everyone Else w/ Ejaaz

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.

This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick

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.

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

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

Milk Road AI PRO AMA - Jan, 2026

2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick

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.

The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest

Everyone is watching AI chips, models, and data centers. Almost no one is watching where the money will actually flow.In this episode of Milk Road AI, 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.

The AI Investing Playbook Nobody Talks About w/ Ronnie

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.

AIJAN 2 2026

LG Doucet

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-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.

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 mispriced AI investment opportunity of the next decade.

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 come from chips or data centers alone, and how AI is quietly reshaping crypto, markets, and investing strategy at every layer.

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 is still accelerating beneath the surface, and why the biggest gains may come after the first wave everyone is already obsessed with.

AIDEC 17 2025

LG Doucet

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 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.

AIDEC 12 2025

LG Doucet

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: 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.

AIDEC 10 2025

Kyle Reidhead

Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ Duncan & Patrick

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.