Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan

Welcome back to the Milk Road AI. Today, we’re diving straight into the battlefield behind the markets: the AI Cold War. Google is surging, Nvidia is wobbling, Meta wants TPUs, the U.S. is calling AI a national-security priority, and China is only months behind in frontier models. Meanwhile… the biggest bottleneck in the entire AI economy might not be chips at all, it might be power.