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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

Companies Are Hoarding Compute Like Gold

The AI Model With An Unfair Advantage Over ChatGPT

Why NeoClouds Could Become The Biggest AI Winners

What The Economy Looks Like When Machines Can Pay Each Other

AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight

The Biggest Shift In Finance Since The Internet w/ Stephen Mackintosh

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

VIDEOS

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What The Economy Looks Like When Machines Can Pay Each Other

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AI’s Next Trillion-Dollar Opportunity Is Hiding In Plain Sight

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

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