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

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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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