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The Next 12 Months Will Make or Break AI w/ Ben Bajarin

The Next 12 Months Will Make or Break AI w/ Ben Bajarin

PODCAST

M

Milk Man

JUL 13, 2026

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Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF: https://milkroad.com/pro/discount/?utm_medium=social&utm_source=podcast_campaign_ai&utm_campaign=yt_lg_13In this episode of Milk Road AI, we sit down with Ben Bajarin, CEO of Creative Strategies and one of Silicon Valley’s longest-tenured technology analysts, to break down what’s really driving the AI market. From the dot-com bubble to today’s AI infrastructure race, Ben explains why the next 12 months could determine whether the trillion-dollar AI investment thesis holds up.

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AI stocks are selling off, but structural demand, cheaper open models, and rising enterprise adoption continue to support the long-term bull case.

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NeoCloud backlogs may look compelling, but their returns hinge on what today’s GPUs will be worth when five- to six-year contracts expire.

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We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_stocks&utm_campaign=lg_07/27In this episode of Milk Road AI, LG sits down with Liron Shapira, founder of Doom Debates, to explore one of the most controversial questions in artificial intelligence: Could AI wipe out humanity? Liron argues there’s a 50% chance AI leads to human extinction by 2050, explaining why he believes superintelligence could eventually surpass human control. But here’s the twist: despite his doomsday outlook, he’s still incredibly bullish on AI stocks and believes we’re only at the beginning of the biggest wealth creation event in history.

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