Milk Road AI cover image

The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg

Milk Road AI

00:00

Who is overvalued or undervalued?

Kim suggests OpenAI may be overvalued given B2C dependence, while Anthropic could be undervalued for B2B strength.

Play episode from 35:40
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app