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Artwork for Milk Road AI

Milk Road AI

Milk Road
Artificial Intelligence
NVIDIA
Openai
Google
Data Centers
Meta
Tesla
AI Bubble
China
Robotics
AI Investments
Automation
Crypto Market
Galaxy Digital
Investing Strategies
AI Robotics
Amazon
AI Video Generation
Vibe Coding
Geopolitics

Helping everyday people get smarter about AI investing. Learn how to capitalize on the biggest technological change in history across the infrastructure, energy and app layers of AI.

PublishesDailyEpisodes22Founded3 months ago
Number of ListenersCategories
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Artwork for Milk Road AI

Latest Episodes

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 ... more

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... more

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 partnershi... more

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 i... more

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Recent Guests

Amit Kukreja
Well-known investor
Episode: The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit
Frank Downing
Director of Research at ARK Invest
ARK Invest
Episode: The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
Nicholas Grous
Director of Research at ARK Invest
ARK Invest
Episode: The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
Kris Patel
A very successful retail investor with a fundamentals-first mindset, investing since 2011.
Episode: Why AI Is the Biggest Investment Shift Since the Internet w/ Kris Patel
Eric Jackson
Founder of EMJ Capital, a tech-focused hedge fund using AI and machine learning-driven algorithms to select investments.
EMJ Capital
Episode: AI Isn’t Overpriced... The Market Is Still Massively Underestimating It w/ Eric Jackson
Kim Isenberg
Co-founder and chief editor of the AI Media Startup, Superintelligence
Superintelligence
Episode: The Macro Force of the Decade: How AI, Energy & Geopolitics Are Merging w/ Kim Isenberg
Salim Ismail
Founder of OpenExO and author of Exponential Organizations
OpenExO
Episode: The Massive AI Build-Out No One Is Pricing In Yet w/ Salim Ismail
Mike Novogratz
CEO and founder of Galaxy Digital
Galaxy Digital
Episode: Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It

Hosts

Kyle Reidhead
Duncan
Co-host and industry expert, helping in discussions around AI and investment.

Reviews

5.0 out of 5 stars from 6 ratings
  • Lovin’ It

    Kudos to hardworking folks

    Apple Podcasts
    5
    G3PSY
    India2 months ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#69
United States/News/Tech News
Apple Podcasts
#27
Canada/News/Tech News
Apple Podcasts
#207
United Kingdom/News/Tech News
Apple Podcasts
#139
Germany/News/Tech News
Apple Podcasts
#148
Australia/News/Tech News
Apple Podcasts
#234
Italy/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit
Q: What are these companies building for that doesn't currently exist?
Amit reflects on the pursuit of Artificial General Intelligence (AGI) and the transformative potential of AI applications that could revolutionize industries like healthcare and manufacturing.
The AI Market Has Entered a New Phase: Here’s Where the Real Alpha Is in 2026 w/ Amit
Q: How does the AI cycle work? Where are we at?
Amit explains that the AI cycle has been interesting, identifying significant events like the release of Chat2BT and how these milestones influence market movements.
The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
Q: What are some tactics or strategies that ARK and institutions apply that retail investors could also apply?
Retail investors should take themselves out of their personal consumer perspective and understand the mean consumer's perspective to assess product-market fit.
The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
Q: Where does long term value actually accrue here?
The answer depends on whether there are actual end applications that drive revenue; without them, infrastructure investments don't make sense.
The Most Underestimated AI Market Heading Into 2026 w/ ARK Invest
Q: When somebody comes to you and you're like, listen, I'm afraid of this ETF. What if we're in a giant bubble? What do you say back to that?
We think the demand for AI is real and strong, with companies like OpenAI receiving significant interest and unable to meet that demand.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Milk Road AI

What is Milk Road AI about and what kind of topics does it cover?

Focused on informing audiences about the rapidly evolving landscape of AI investments, this podcast tackles a wide array of topics including AI infrastructure, investment strategies, and the geopolitical implications of emerging technologies. Episodes frequently feature discussions on major industry players such as NVIDIA, Google, and Tesla, exploring their impact on various sectors while presenting a balanced view of the potential opportunities and risks involved in investing in AI. Additionally, the show often addresses common misconceptions surrounding the AI bubble and emphasizes the importance of strategic investments in an era where AI is considered a transformative force across industries.

What sets this series apart is its commitme... more

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Which podcasts are similar to Milk Road AI?

These podcasts share a similar audience with Milk Road AI:

1. Milk Road Macro
2. The Milk Road Show
3. CoinDesk Podcast Network
4. The Pomp Podcast
5. Bankless

How many episodes of Milk Road AI are there?

Milk Road AI launched 3 months ago and published 22 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Milk Road AI?

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What guests have appeared on Milk Road AI?

Recent guests on Milk Road AI include:

1. Amit Kukreja
2. Frank Downing
3. Nicholas Grous
4. Kris Patel
5. Eric Jackson
6. Kim Isenberg
7. Salim Ismail
8. Mike Novogratz

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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