Milk Road AI

A deep dive into OpenAI’s compute-to-revenue ramp and why soaring spending now looks like infrastructure, not a bubble. They debate where massive capital will come from and how global data centers will shape training versus inference. Geopolitics and chip export risks get scrutinized. Predictions on AGI timelines, new consumer AI devices, and who stands to benefit as AI scales round out the conversation.

Ejaaz, an investor and podcast host from Limitless, provides intriguing insights into AI dynamics. He discusses Google’s immense advantage in data by integrating Gemini with its services, enhancing user experience. Ejaaz highlights Anthropic’s innovative tools like Claude Code and Claude Cowork, which replace traditional knowledge work. With predictions about AI’s future in e-commerce and health, he reveals the potential of autonomous devices and forecasts significant market shifts in 2026. Expect big advancements and investments in this thriving landscape!

In this discussion, Patrick, an AI and developer-focused analyst, delves into Galaxy Digital's major power approval in Texas, emphasizing its implications for the data center sector. He reveals insights about the $10 billion partnership between OpenAI and chipmaker Cerebras, spotlighting how Cerebras chips could revolutionize AI latency and throughput. They also explore the potential for a Cerebras IPO and compare competitors in the chip market. Tune in for a captivating look at the future landscape of AI and computing!

Amit Kukreja, an AI investing expert and creator of AmitX, discusses the evolving landscape of AI markets. He argues that 2026 will mark a pivotal phase, shifting investor focus from mega-caps to smaller, thematic companies. Amit outlines a framework for identifying promising investments, emphasizing the importance of strong management and scalable opportunities. He also critiques Meta's AI strategies and shares insights on the burgeoning fields of robotics and energy, suggesting that growth will come from unconventional sources.

Duncan and Patrick discuss the rapid transformation in AI, highlighting coding agents taking over junior engineering roles and the automation of white-collar workflows. They explore the implications of a possible job disruption in finance and law, fueled by advances in software automation. The conversation touches on recent funding in AI and the societal impact expected by 2026, including the rise of cheaper, task-specific robots. The hosts emphasize a significant shift in how organizations will restructure around AI agents.

Frank Downing and Nicholas Grous from ARK Invest delve into the underappreciated AI market set to thrive by 2026. They discuss the sustainability of AI growth, addressing concerns about market bubbles and pricing. The conversation highlights consumer AI competition, particularly between ChatGPT and Gemini, and explores the potential of personal assistants in shopping. They predict a staggering $9 trillion market in AI-assisted shopping by 2030 and emphasize the transformative role of AI in life sciences and genomics.

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!

Kris Patel, a retail investor and AI market commentator, delves into why AI represents a monumental, long-term investment shift akin to the internet. He explains that investors should focus on firms like Meta, which is leveraging AI for ad monetization, while others miss the mark. Kris emphasizes the importance of gradual investing over time and discusses the rising electricity demands driven by AI and data centers. He also highlights opportunities in energy infrastructure, positioning AI as a driver for future growth in the sector.

Explore the exciting shift of AI from screens to the real world, focusing on robotics as a key investment area. Hear discussions on the economic advantages of robots over traditional labor. Get insights into key players like Tesla and Boston Dynamics. The hosts delve into the future of training using simulations and the challenges of translating these models to the real world. Finally, they contemplate the scaling implications for robotics, indicating a transformative period ahead for physical intelligence.

Eric Jackson, founder of EMJ Capital and a savvy investor in AI and crypto, argues that AI is vastly underestimated and not overhyped. He discusses how AI is reshaping crypto markets and why the most significant opportunities for investment lie in app layers, not just data centers. Jackson also reveals his bullish long-term visions for Bitcoin and Ethereum, emphasizes AI's role in revitalizing local commerce, and introduces his innovative EMJX model, designed to hedge against market volatility while leveraging AI for growth.