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

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

In this episode, we break down what OpenAI's weaker-than-expected numbers actually mean. Spoiler: it's not what most people think. Compute - not demand - is still the biggest bottleneck in AI. There's plenty of demand. There just aren't enough chips to go around. We also get into whether hyperscalers like Microsoft, Google, Oracle, and Amazon can keep the AI trade alive through their massive CapEx spending. Because right now, those four are basically holding up the entire trade on their backs.

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

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.

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

In today’s episode, we break down one of the biggest shifts happening in business right now: AI tokens are becoming the new labor force. Jensen Huang (NVIDIA CEO) says the future of every company comes down to one thing. How effectively it can consume tokens. That means the winners of the AI race might not be the companies building flashy apps. It's the ones controlling GPUs, data centers, compute, and infrastructure. The plumbing, basically. We dig into Amazon's massive $25B bet on Anthropic, why OpenAI is smarter than people give them credit for, and why the real AI investment plays could be names like Oracle, AMD, cybersecurity, and neo-clouds. SaaS? Might be in trouble.

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

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.

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.

PRO AMA: Chips, Oil, and a nervous market

CRYPTOMAR 17 2026

Melvin

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

In today’s episode of the Milk Road AI, we break down one of the most shocking developments in artificial intelligence right now: an unreleased model from Anthropic that’s reportedly so powerful it sparked emergency conversations with major banks. But that’s just the beginning. We get into the rise of AI models like Claude Code, the explosive growth of enterprise AI adoption, and what this means for the future of software, investing, and the global economy. From the so-called “SaaSpocalypse” to the massive revenue growth at OpenAI and Anthropic, this episode connects the dots between AI innovation and market disruption.

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.

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.