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

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

AI

PODCAST

NOV 21, 2025

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In today’s weekly rollup, we break down the wild week in AI markets: Nvidia’s insane earnings call, Google’s huge new Gemini releases, OpenAI’s revenue explosion, and the robotics boom that could become the next trillion-dollar demand wave.

ABOUT THE GUESTS

Duncan

Patrick

Kyle Reidhead

Kyle Reidhead

EPISODE LINKS

Milk Road AI Newsletter waitlist👉 CLICK HERE
The Massive AI Build-Out No One Is Pricing In Yet w/ Salim Ismail👉 CLICK HERE
Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ Patrick & Duncan👉 CLICK HERE

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SIMILAR VIDEOS

Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years

Why SpaceX Wants To Put AI Data Centers In Orbit

“Scarcity Will Become Priceless”: The Next AI Investment Thesis

OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?

By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross

NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive

Why AI Will Destroy More Jobs Than the Internet Created w/ David Haber

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

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

Global Chaos Is Rising… So Why Are We Buying?

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

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

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

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

VIDEOS

Similar Videos

Infinite Compute Demand, AI Energy Crisis & Why This Cycle Could Last Years

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In today’s episode, we break down why the AI boom might still be in its early innings. And why the next phase of the AI trade could be even bigger than everything we've already seen with Nvidia, OpenAI, and the hyperscalers. We get into the "infinite compute demand" thesis, the rolling bottlenecks showing up across the AI supply chain, and why energy infrastructure might be the next major AI investment theme. Plus: Trump's China trip with top tech CEOs, Nvidia's future in China, the growing AI chip war, and why markets might still be massively underestimating how long this cycle can run. Most people think we're in the late innings. We might still be in the second.

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Why SpaceX Wants To Put AI Data Centers In Orbit

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In this episode of Milk Road AI, Daniel Maguire from ARK Invest explains why the next massive trade in the AI infrastructure build-out is heading beyond Earth’s atmosphere. We explore the emerging concept of orbital data centers and how SpaceX's lead in full rocket reusability is making space-based compute a financial reality. Daniel breaks down the critical energy bottlenecks on Earth and why sun-synchronous orbits offer a nearly infinite, battery-free power source for future AI hyperscalers. We also dive into the convergence of space, defense, and nuclear energy, highlighting specific public and private companies like Rocket Lab and Oklo that are positioned to benefit from this $10 trillion global power shift.

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“Scarcity Will Become Priceless”: The Next AI Investment Thesis

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OpenAI Missed Revenue Targets… Is the AI Bull Market in Trouble?

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By 2035, Most Grand Challenges Facing Humanity Will Be Solved w/ Dr. Alex Wissner-Gross

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Dr. Alex Wissner-Gross is back on Milk Road AI with one of the boldest AI predictions we've heard yet. By 2035, AI could help solve many of the biggest challenges facing humanity. And no, we're not talking about better chatbots or faster coding. We're talking about AI systems that could "bulk solve" entire fields like mathematics, physics, chemistry, biology, medicine, law, robotics, energy, and even human longevity. Casual. He breaks down the thesis behind Solve Everything, his new book with Peter Diamandis, and explains why we're entering a decade where scientific discovery becomes industrialized. If he's right, the next 10 years of AI progress could compress centuries of human advancement into a single decade. That's not a productivity boost. That's a different timeline.

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NVIDIA CEO’s Biggest AI Warning: AI Tokens Will Decide Which Companies Survive

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In today’s episode, David Haber from a16z just dropped some uncomfortable truths on the show. AI could destroy more jobs than the internet ever created. Traditional SaaS companies are entering a really dangerous phase. And the next wave of billion-dollar businesses? They might be built by solo founders with a handful of AI agents. No big team. No massive headcount. Just one person and a swarm of bots. The game is changing. Fast.

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

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

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

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