Steve Milunovich
Retired sell-side analyst and tech investor with decades of experience covering technology cycles, including the dot-com era; provides macro and industry insights on AI, semiconductors, and cloud infrastructure.
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Jan 28, 2026 • 37min
Will The Capital Markets Close on OpenAI? | Steve Milunovich x Okay, Computer.
Steve Milunovich, retired sell‑side analyst and seasoned tech investor, offers macro and industry perspective on AI, semiconductors, and cloud infrastructure. He compares today’s AI boom to the dot‑com era. Conversations cover early winners like NVIDIA, massive CapEx and data‑center builds, reliance on big players, supply constraints, geopolitical risks, and how AI might spread beyond pure tech into banks and industrials.
