Milk Road AI The AI Investing Playbook Nobody Talks About w/ Ronnie
Jan 2, 2026
In this enlightening conversation, investment commentator Ronnie V shares his unique insights on AI investing. He emphasizes a no-nonsense framework focusing on data, distribution, and real-world adoption. Discover why he sold Google for undervalued Adobe, and hear his bullish takes on Amazon's robotics and its margin opportunities. Ronnie also dives into Zeta Global, introducing its powerful AI marketing tools, and pitches Fluence Energy as a hidden gem in energy storage. His bold prediction? Zeta is his top pick for 2026!
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Episode notes
Rotate After Big Runs
- Do consider pivoting out of very large winners when valuation reduces future upside and redeploy into cheaper, high-conviction opportunities.
- Ronnie sold Google after a big run and bought undervalued Adobe to chase better risk/reward.
Pros Protect Adobe's Moat
- Professional users create a durable moat for Adobe because they need fine-grained control AI can't yet match.
- Adobe can monetize AI features via tokenization while keeping pros in the loop for detail work.
Value Tokenized AI Usage
- Do evaluate companies by real customer use and token economics, not just hype about AI disruption.
- Ronnie highlights Adobe's tokenization inside products as a new revenue vector tied to AI use.