The AI Investing Playbook Nobody Talks About w/ Ronnie

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.

Milk Road AI PRO AMA - Jan 20, 2026

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.

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.

The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest

Everyone is watching AI chips, models, and data centers. Almost no one is watching where the money will actually flow.In this episode of Milk Road AI, we sit down with ARK Invest to break down the most underestimated AI market heading into 2026, and why it has far bigger implications for markets and global commerce than most investors realize.

Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel

In this episode of Milk Road AI, we’re joined by Kris Patel to cut through the hype and explain why AI isn’t a short-term trade, but a once-in-a-generation investment shift, on par with the rise of the internet. We break down where real value is being created, which companies are actually monetizing AI today, and why most investors are looking in the wrong place.

Why Physical AI Is the Most Important AI Investment of the Decade w/ Patrick & Duncan

In this episode of Milk Road AI, we break down why AI is finally moving out of the screen and into the real economy, and why robotics may be the most mispriced AI investment opportunity of the next decade.

AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson

In this episode, EMJ Capital founder Eric Jackson explains why AI isn’t overhyped, it’s still deeply misunderstood, why the biggest winners won’t come from chips or data centers alone, and how AI is quietly reshaping crypto, markets, and investing strategy at every layer.

The AI Bubble Fear Is Wrong... What the Market Is Missing w/ Duncan & Patrick

In this episode, we break down why the AI buildout isn’t collapsing under debt, why compute and power, not apps, are the real bottlenecks, and why OpenAI sits at the center of everything from infrastructure spending to future demand.

The AI Trade Isn’t Over: Why We’re Only in Year 3 of a 10-Year Buildout w/ Dan Ives

In this episode of Milk Road AI, Dan Ives breaks down why today feels much closer to the early internet era than a late-stage bubble, why AI spending is still accelerating beneath the surface, and why the biggest gains may come after the first wave everyone is already obsessed with.

AIDEC 17 2025

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