Milk Road AI

Kim Isenberg, editor-in-chief and co-founder of Superintelligence, dives into the convergence of AI, energy, and geopolitics. She highlights that AI is reshaping global power dynamics and discusses how robotics could threaten traditional jobs. Isenberg points to Europe's energy bottleneck and analyzes the tech rivalry between the US and China. She predicts a public debate on Universal Basic Income due to labor displacement, while also offering an optimistic view on AI and fusion energy potentially creating abundance.

The conversation heats up as Duncan and Patrick probe whether OpenAI is falling behind Google, igniting a 'Code Red' within the company. They explore the implications of Gemini's release and how model wars could spark a compute supercycle. The hosts also dive into the world of AI-generated content, discussing the booming demand for video models and their impact on advertising. They scrutinize the differing monetization strategies of OpenAI and Anthropic, while contemplating the future of robotics and the societal effects of AI content saturation.

Dive into the world of AI investing as Amit reveals five overlooked stocks with incredible upside. He discusses whether AI is a bubble or a real opportunity, emphasizing its role in improving corporate earnings. The conversation shifts to potential IPOs from Anthropic and OpenAI, and Amazon's transformative AI strategies. Amit defends Meta's ad growth while questioning its heavy spending on the metaverse. He also highlights Palantir's unique growth and NVIDIA's strong market position, while urging exploration of smaller AI opportunities.

Dive into the AI Cold War, where Google surges and Meta eyes TPUs to challenge NVIDIA. The podcast explores the battle between specialized TPUs and flexible GPUs, decoding financial ecosystems behind major players. They discuss how AI boosts productivity and the challenges in data center power supply. With a focus on the US-China race, they analyze China's rapid growth and lag in frontier models. Lastly, there's a forecast that while AI adoption is gradual, its integration into workflows is inevitable.

A thrilling discussion unfolds as Ejaaz argues that we’re not in an AI bubble, highlighting real demand for GPUs from giants like Meta and Microsoft. He presents Google’s powerful position in the AI landscape, with its vertical integration and strategic TPUs. Tesla is also showcased as a key player, with an AI stack that leverages data from its fleet for advancements in self-driving technology. Energy constraints pose challenges, yet Ejaaz sees exciting investment opportunities in the compute space as demand continues to soar.

In today’s weekly rollup, we break down the wild week in AI markets: Nvidia’s insane earnings call, Google’s huge new Gemini releases, OpenAI’s revenue explosion, and the robotics boom that could become the next trillion-dollar demand wave.~~~~~🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: ⁠https://milkroad.com/ai/⁠⁠⁠~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: ⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠👉 YouTube: ⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠👉 Spotify: ⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠👉 Apple Podcast: ⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠~~~~~🎙 GUEST INFO 🎙Duncan: ⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠Patrick: ⁠https://x.com/Potrock_⁠Kyle Reidhead: ⁠https://x.com/KyleReidhead📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

Salim Ismail, founder of OpenExO and former CEO of Singularity University, dives into the AI landscape's future and physical infrastructure needs. He debunks the notion of AI as a bubble, discussing how model efficiency won't solve the compute demands. Salim highlights the transformative role of on-premises AI for sensitive industries and the need for new workflows in organizations. He envisions a future of AI-driven education and healthcare, while cautioning about outdated governance structures potentially hindering progress.

In this episode, Duncan and Patrick break down why the AI boom is just getting started and lay out the full AI investing stack like no one else is doing. From GPUs to humanoid robots, this is the most practical guide to navigating the AI CapEx supercycle without getting wrecked. We’re talking data centers, chips, models, apps, and robots, all stacked, explained, and mapped to investable plays.~~~~~🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: ⁠https://milkroad.com/ai/⁠~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: ⁠https://x.com/MilkRoadAI⁠👉 YouTube: ⁠https://www.youtube.com/@MilkRoadAI⁠👉 Spotify: https://link.milkroad.com/spotify-mr-ai👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai~~~~~🎙 GUEST INFO 🎙Duncan: ⁠⁠https://x.com/FloodCapital⁠⁠Patrick: https://x.com/Potrock_Kyle Reidhead: https://x.com/KyleReidhead📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

Mike Novogratz, the Founder and CEO of Galaxy Digital, shares his insights into the AI bubble. He describes a potential year-end rally and discusses his asymmetric investment strategies in both crypto and AI data centers. Novogratz emphasizes the importance of risk management and outlines Galaxy's transition toward real business opportunities. He highlights the growth potential in AI data centers and explains how these ventures can generate shareholder value. Additionally, he explores the significance of institutional adoption and the future of tokenization.