Anthropic's Secret Model Is Too Dangerous to Release… It Triggered Emergency Bank Meetings w/ Amit

The AI Data Center Trade: Why Bloom, Nebius, and Credo are Ripping

In this episode of Milk Road AI, analysts Vincent and Melvin break down their latest 50% gainers, specifically highlighting how Bloom Energy (BE) is solving data center power bottlenecks with 90-day off-grid deployments. The team debates the "hot money" into the AI hardware stack, including deep dives into Nebulous and Credo’s role in the massive infrastructure build-out. We also explore Meta’s staggering ad revenue growth, and whether the rise of AI agents will eventually disrupt social media and e-commerce moats.

Global Chaos Is Rising… So Why Are We Buying?

In today’s episode of Milk Road AI, the panel breaks down the biggest question investors are facing right now: Should you be buying or selling in the middle of global chaos? We go beyond the headlines and dig into what actually matters: AI demand, compute bottlenecks, and where the real money is flowing. While most investors are focused on fear, we’re focused on opportunity.

The Free Internet is Officially Dead. Prepare For The AI Economy w/ Sam Ragsdale

In today’s episode of Milk Road AI, we break down one of the biggest shifts happening right now: the collapse of the “free internet” and the rise of a new AI-driven economy. For decades, the internet has been powered by ads, and your attention was the product. But with the rise of AI agents, that model is starting to break. Instead of clicking links, browsing websites, and seeing ads, users are now going straight to AI… and getting answers instantly. So what happens when no one clicks anymore?

The #1 Skill You Need to Win in the AI Era w/ Kyle Reidhead

In this episode of the Milk Road AI Show, Kyle walks us through his journey of building full-scale applications in a single weekend using Claude and Gemini, and why the era of the "CEO Cockpit" is officially here. We break down why the S&P 500 is facing a massive repricing as AI hags the traditional "moats" of software and project management, and why the next separation of wealth will be defined by those who can master context and prompting.

SpaceX + Tesla + xAI: The $25B Mega Bet to BREAK NVIDIA's Chokehold

See exactly what top investors are trading in real time: try Milk Road Pro for just $1 for 14 days before the offer disappears: https://milkroad.com/subscribe/pro/?offer=PRO14D1&variant=member&utm_medium=social&utm_source=podcast_ai&utm_campaign=mar25_yt_aiIn this episode of the Milk Road AI Show, we break down the massive infrastructure shifts happening in the AI and space sectors, where we discuss Elon Musk's audacious new plan to vertically integrate chip manufacturing through a joint venture between Tesla and SpaceX.

PRO AMA: Chips, Oil, and a nervous market

VIDEOMAR 17 2026

Melvin

AI Changed More in 3 Months Than the Last 3 Years... ARK Invest Explains w/ Frank Downing

In this episode of the Milk Road AI Show, we sit down with Frank Downing from ARK Invest, one of the lead authors behind their annual Big Ideas report, to break down what's really changed in AI over the last three months and why it matters for every investor, builder, and business owner.

AI Will Run the Economy… Here’s What to Buy Before It Happens (Full Portfolio Reveal)

What happens when AI doesn’t just assist the economy… but actually runs it? In this episode of Milk Road AI, Kyle Reidhead reveals his full investment portfolio and breaks down exactly how he’s positioning for a world where AI, crypto, and energy converge. From Tesla’s role in autonomous systems, to Coinbase as the backbone of on-chain finance, to why AI agents will use crypto instead of traditional banking rails, this episode lays out a clear roadmap for what to buy before the next wave hits.

AI Is Where the Internet Was in the Early 2000s w/ Puru Saxena

In this episode, we sit down with investor Puru Saxena, founder of AlphaTarget, to break down why artificial intelligence may still be in the very early innings of a massive technological shift. Just like the internet in the early 2000s, AI is only beginning to transform industries, and the biggest opportunities may still lie ahead.

Why Oil Prices Could Decide the Future of AI w/ Kyle Reidhead

In this episode, Kyle Reidhead breaks down why a sudden spike in oil prices sent shockwaves through global markets and why this matters far beyond the energy sector. From AI data centers to global inflation, energy prices could play a much bigger role in shaping the future of technology than most investors realize.

Why Oil Prices Could Decide the Future of AI w/ Kyle Reidhead

In this episode, Kyle Reidhead breaks down why a sudden spike in oil prices sent shockwaves through global markets and why this matters far beyond the energy sector. From AI data centers to global inflation, energy prices could play a much bigger role in shaping the future of technology than most investors realize.

AI vs Humans: What Jobs Survive the Next 10 Years?

In this episode, we break down the accelerating AI revolution with Rawsen from Delphi Intelligence. From the rise of autonomous AI agents to the global race between the United States and China, we explore what the future of artificial intelligence could mean for workers, startups, and entire industries. Will AI replace most white-collar jobs? Could “digital workers” handle the majority of knowledge work by 2027? And if intelligence becomes cheap and abundant, what skills will actually remain valuable?

AIMAR 9 2026

LG Doucet

The Industry AI Is Disrupting the Most (And Nobody Is Talking About It) w/ Kyle Reidhead

In this episode of Milk Road AI, Kyle Reidhead breaks down the industry where AI is already having its biggest impact and why almost nobody is talking about it. We discuss how AI is transforming entire sectors by removing intermediaries, automating complex workflows, and dramatically improving efficiency. From financial services to healthcare and fintech, AI isn’t just creating new products; it’s fundamentally changing how businesses operate and how money moves through the global economy.

Warren Buffett Is Selling… Is an AI Market Crash Coming? w/ Fin Tek

In today’s episode of Milk Road AI, we sit down with Fin Tek (Kern Francis) to break down what’s really happening in the AI stock market, and what crypto investors should be paying attention to.Buffett has been reducing exposure to major holdings like Apple and Bank of America, while tech stocks tied to AI are seeing massive volatility. Meanwhile, companies like Google, Microsoft, Tesla, Palantir, and Datadog are being priced wildly differently, even when they’re operating in similar AI-driven markets.