Nvidia Just Validated the Entire AI Trade w/ Patrick & Duncan

Why Your First Humanoid Robot Won’t Be at Home... It’ll Be at Work

In this episode of Milk Road AI, we break down what humanoid robots can actually do today, why home robots are one of the hardest use cases, and which industries will deploy AI-powered machines first. From triage systems in hospitals to autonomous customer intake at businesses, these robots are designed to interact with people, navigate human-built environments, and plug directly into existing workflows.

How Apple Could Beat Amazon, Google & Microsoft in AI w/ Ejaaz

In this episode of Milk Road AI, we break down the $645B AI spending surge from Amazon, Google, Microsoft, and Meta, and why the market is suddenly nervous. While hyperscalers are pouring hundreds of billions into AI infrastructure, data centers, and custom chips, one company is taking a very different approach.

Milk Road AI PRO AMA - Jan 20, 2026

The Deflationary Singularity: Why Everything is Going to ZERO w/ Salim Ismail

In this episode of Milk Road AI, Salim Ismail breaks down a bold thesis that could redefine markets, crypto, and the global economy: we are entering the largest deflationary wave in modern history. He explains why AI, exponential energy growth, and blockchain infrastructure are driving the marginal cost of everything toward zero, from software and healthcare to education, transportation, and financial services. If AI continues compounding at its current pace, entire industries built on scarcity could collapse faster than investors expect.

The Autonomous Driving Race Is Already Over w/ Kyle Reidhead

In this episode of Milk Road AI, we break down why the autonomous driving race may already be decided, and why this isn’t about EVs anymore, but artificial intelligence at scale. Fully self-driving adoption is accelerating, unsupervised autonomy is approaching regulatory approval, and the robotaxi opportunity could unlock a $320 billion market. We connect the dots between AI data advantages, massive CapEx spending, robotaxis, autonomous semis, and even humanoid robots, and what this means for investors positioning for the next wave of AI-driven disruption.

The Economic Singularity Will Make Today’s Economy Unrecognizable w/ Dr. Alexander Wissner-Gross

In this episode of Milk Road AI, Dr. Alexander Wissner-Gross explains why the rapid collapse in the cost of AI isn’t just improving software; it’s triggering a chain reaction that could collapse the cost structure of the entire economy. This conversation explores the idea of an Economic Singularity, where intelligence becomes radically cheaper, robotics turns that intelligence into near-zero cost labor, and the world we recognize today begins to change faster than most people realize. We discuss why AGI may have effectively arrived with GPT-3 in 2020, how recursive self-improvement is already happening inside AI labs, and why regulation, not technology, is now the biggest bottleneck to progress. Dr. Wissner-Gross also explains how society may experiment with new models like UBI, universal basic services, and universal basic equity as traditional work starts to lose its central role in the economy.

Anthropic’s Rise: Is OpenAI Losing Its Lead? w/ Patrick & Duncan

In today’s episode of Milk Road AI, we break down why the balance of power in artificial intelligence may be starting to shift. Anthropic is raising more capital, winning over enterprise users, and positioning itself to control more compute in 2026, all while OpenAI faces growing political scrutiny, enormous spending commitments, and tougher questions around monetization.

AIJAN 30 2026

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6 Winning AI Stocks Beyond Nvidia and Big Tech w/ Ronnie

In this episode of Milk Road AI, we break down six AI stocks positioned to win in the next phase of the AI cycle, not the obvious mega-cap names, but the companies powering what actually makes AI work. Think energy, infrastructure, data, finance, and second-order effects that Wall Street hasn’t fully priced in yet.

AIJAN 28 2026

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OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick

In this episode of Milk Road AI, Duncan and Patrick break down OpenAI’s revenue ramp and explain why it kills the AI bubble narrative that’s been spreading across markets. As OpenAI scales compute from megawatts to gigawatts, revenue is following in lockstep. What once looked like reckless spending now looks like a deliberate infrastructure buildout, converting energy and compute into real, monetizable intelligence.

Google and Anthropic Are Pulling Away From Everyone Else w/ Ejaaz

In this episode of Milk Road AI, we break down why Google’s unmatched advantages in data, distribution, infrastructure, and full-stack integration are creating a lead that’s becoming structurally difficult to challenge. At the same time, Anthropic is dominating where it matters most: execution. With products like Claude Code and Claude Co-Work, Anthropic isn’t chasing benchmarks; it’s replacing real work and redefining how knowledge jobs get done.

This AI Infrastructure Stock Has a Massive Head Start w/ Duncan & Patrick

In this episode of Milk Road AI, we discuss a major breakthrough for Galaxy Digital, which just secured a massive power approval in Texas, positioning it as a key player in the data center "power wars." We also break down a new $10 billion partnership between OpenAI and chipmaker Cerebras, signaling a potential IPO and a shift away from Nvidia's dominance.

Milk Road AI PRO AMA - Feb 17, 2026

Amit: The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026

The question is no longer “is AI a bubble?” It’s where the next wave of returns actually comes from.In this episode of Milk Road AI, Amit breaks down why AI is entering a new phase in 2026, why mega-cap tech may no longer be where the real upside is, and how smart investors are thinking about rotation, positioning, and second-order winners across AI infrastructure, robotics, energy, and software

2026 Is the Year AI Might Replace Your Job w/ Duncan & Patrick

In this episode of Milk Road AI, Duncan and Patrick break down the quiet but violent shift happening right now in AI: coding agents replacing junior engineers, white-collar workflows being automated end-to-end, and why the “AI slowdown” narrative completely collapses once you look at what’s actually being deployed.