GM. This is Milk Road AI, covering the smartest minds in tech, the biggest checks in venture capital, and the future being built in real-time.
Here’s what we’ve got for you today:
- ✍️ The Mag 7 stock that’s secretly a goldmine.
- 🍪 Meta’s plan to consume the power grid.
- 🚀 We launched AI PRO at a 20% discount.
Bitfinex is the first major exchange to remove trading fees entirely. Trade on Bitfinex for free now.
Prices as of 10:00 a.m. ET.
THE WAR FOR YOUR WALLET
The average human makes 35,000 decisions a day.
Socks or no socks? Do I risk the sushi from the gas station?
Let me give you the easiest and the best decision you’ll make this whole year:
Upgrade to AI PRO while it’s 20% off.
If you join, you get to harass me in Discord every single day.
Plus, next week is our first-ever live AMA (Ask Me Anything). Yes, I am doing a face reveal. (Please lower your expectations now.)
And I’ll be joined by Vincent, who writes the deep-dive reports that tell you exactly where the smart money is moving before the crowd figures it out.
Okay, that’s enough thinking for now. Save your brain cells.
By 5 p.m. ET, your brain’s logic center is chemically exhausted.
This is the reason I am currently tracking a delivery driver named ‘Gary’ on a map like he’s carrying nuclear codes. I need that burrito, ASAP Gary!
There is actually a scientific reason for this: Decision Fatigue.
Retailers usually love this. A tired brain has weak impulse control and loves to spend money.
But Google and Walmart might have just invented a cure. (Or, more likely, a terrifying new way to get you to buy things faster.)
They built an AI to take the "boring" decisions off your plate so you can focus on the big ones.
The nerd and the jock team up
Meet the new Google-Walmart alliance.
They plan to automate the drudgery of modern life by integrating Google’s Gemini AI directly into the massive inventories of both Walmart and Sam's Club.
Here is the plain English translation:
Google is no longer just a search engine. It is applying to be your executive assistant.
But they didn't just build a custom cable between two tech giants.
They built a new universal standard called the Universal Commerce Protocol (UCP).
Think of UCP as the "USB-C of shopping".
Google co-developed it with a surprisingly cooperative group of rivals:
Shopify, Etsy, Wayfair, Target, and Walmart.
It’s also endorsed by more than 20 other companies.
Why does this matter? Before today, connecting an AI to a store's inventory was a logistical nightmare.
You had to build a custom bridge for every single retailer.
UCP fixes that. It creates a "common language" that turns the fragmented internet into one compatible vending machine.
Because of UCP, the Gemini app and eligible listings in Google's new 'AI Mode' in Search will be able to talk directly to store shelves.
Soon, you will be able to say:
"I told my wife I could fix the sink and now the kitchen is a water park. Send me a pipe wrench, a mop, and a card that says 'I'm sorry, you were right'.”
Instead of giving you a list of links to read (which forces you to do the work), Gemini acts like a concierge:
- It builds the cart for you and checks local stock in real-time.
- It applies your loyalty rewards automatically.
- You pay right inside the chat using Google Pay.
Walmart handles the receipt and sends the goods (sometimes in under 30 minutes), and you get to skip the part where you have to remember the name of your childhood best friend just to log in.
Why are they doing this? Because Google was losing the product search war.
Walmart has the muscles (over 4,600 stores strategically placed across the U.S.) but needs the digital IQ.
It’s the classic high school trope:
The nerd (Google) and the jock (Walmart) represent the only alliance strong enough to take down the bully.
And who is the bully?
Hint: It starts with 'A' and ends with your entire paycheck.
ZERO TRADING FEES
Most centralized exchanges charge around 0.5% per trade. That adds up fast.
Bitfinex just completely flipped the model.
They’ve removed trading fees entirely across spot, derivatives, margin, securities, and OTC, making them the first major exchange to go fully zero-fee across the board.
A bit of context: Bitfinex has been around since 2011 making it one of the OG Bitcoin exchanges, which in crypto years is basically ancient. They’ve survived every cycle, and now they’re cutting fees altogether.
Quick stats about Bitfinex:
- 250+ spot markets.
- Up to 100× leverage.
- 99.9% uptime.
And yes, all Bitfinex users are eligible.
👉 Trade on Bitfinex with zero fees.
THE WAR FOR YOUR WALLET (P2)
Speaking of the bully, it’s Amazon.
While Google is trying to make shopping invisible, Amazon is doing something aggressively physical.
They are building a retail monster.
Amazon just got approval for a 229,000-square-foot "Superstore" in Illinois.
(Fun fact: This is only about 7 miles from my house. I can already feel Bezos staring at me from my backyard.)
Amazon already operates 58 Fresh stores, 14 Go convenience locations, and 500+ Whole Foods. But this?
This is a much bigger format and to put that in perspective:
- It is 27% larger than a Walmart Supercenter.
- You could fit a fleet of Boeing 747s inside this thing.
- It sits right next to a Costco, which is just pure audacity.
Amazon's attorney calls it a "more purpose-built approach". I call it a Death Star.
It’s a "first-of-its-kind" hybrid blending groceries, general merchandise, prepared foods, and a "limited warehouse component" for instant delivery.
This is a declaration of war.
It puts Amazon in a cage match with Walmart, Target and everything in between.
Why Amazon is a buy
While the massive new superstore is a flex, the real bull case is that Amazon has built one of the most dominant ecosystems in history.
It touches everything: logistics, cloud, consumer AI, entertainment, and healthcare.
But if you peel back the layers of that empire, you find something that looks less like a store and more like sci-fi.
Amazon is actually the world’s largest robotics operator.
They currently have 1.5 million employees (half doing repetitive labor) and have already deployed 1 million robots.
With the recent AI boom, the IQ of those robots is about to go exponential.
The equation here is simple: more robots = lower costs = massive profit margins.
But the robots are just the muscle. The brain is still AWS.
Amazon Web Services remains the undisputed king of the cloud, holding onto 30% of the global market.
Revenue has grown roughly 231% in the last six years and continues to re-accelerate.
Their custom Trainium chips are already delivering 30–40% better price-performance than the competition.
Essentially, they are building the shovels for the AI gold rush, and everyone else is just renting them.
Meanwhile, their advertising business has hit a $70 billion annual run rate.
It is now rivaling YouTube in scale but with superior purchase data and could challenge AWS as their main cash engine by 2035.
Finally, the ecosystem is locked in by unmatched stickiness.
With an estimated 250 million Prime members and a grocery expansion targeting 2,300 cities, they are increasing purchase frequency and ensuring you never have to leave the ecosystem.
This is why Amazon is projected to be the first company ever to surpass $1 trillion in annual revenue by 2029.
This is why I believe Amazon is the best undervalued company in the entire Magnificent Seven.
I will continue to add to my position as long as the valuation stays this attractive.
I might struggle to decide what to eat for dinner or which email to reply to first, but buying the company that runs the internet?
That is easily the easiest decision I will make all year.
Alright, that’s it for this edition.
Fuse is a $300M ARR energy company launching The Energy Network on Solana. Discover the future of energy now.
Chainlink is the industry-standard oracle platform bringing the capital markets onchain, and the market leader powering the majority of decentralized finance. Learn more about Chainlink.
Arc is a new Layer-1 blockchain designed to support real-world economic activity and it’s now live in testnet. Dive into Arc and start experimenting.
BITE-SIZED COOKIES FOR THE ROAD 🍪
Zero trading fees. Bitfinex is the first major exchange to remove trading fees entirely.*
Microsoft announced a new wave of data center buildouts with a “community-first” approach. The company says it will cover grid costs so locals don’t face higher electricity bills.
Apple launched a new Creator Studio bundle for $12.99/month. It includes apps like Final Cut Pro, Logic Pro, and Pixelmator Pro plus premium iWork content.
Meta is launching “Meta Compute”, a major new initiative to scale its AI infrastructure. Zuckerberg said Meta plans to build tens of gigawatts of capacity this decade.
*this is sponsored content.
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