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Artwork for Milk Road AI

Milk Road AI

Milk Road
Artificial Intelligence
NVIDIA
Openai
Google
Robotics
Tesla
Anthropic
Spacex
Data Centers
Meta
China
Neoclouds
AI Agents
AI Bubble
Microsoft
Galaxy Digital
Amazon
AI Infrastructure
AI Investments
Palantir

The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them. 3 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio. Looking for the real edge? We bought Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs. See our n... more

PublishesDailyEpisodes85Founded9 months ago
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Artwork for Milk Road AI

Latest Episodes

In today’s episode, we break down the recent AI stock selloff and explain why we believe the long-term investment thesis remains stronger than ever. We discuss whether Wall Street is mispricing AI infrastructure, why hyperscalers are being punished f... more

In this episode, Martin breaks down the hidden economics behind the NeoCloud business model and explains why investors may be overlooking one of the biggest risks in the AI infrastructure trade. From soaring CapEx and negative free cash flow to GPU d... more

In 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 ... more

In today's episode, we break down why energy availability has become the ultimate bottleneck for the AI data center build-out and why Bloom Energy is positioned to become a core power platform for AI infrastructure. Vincent explains why traditional p... more

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Recent Guests

Liron Shapira
Host and founder of Doom Debates
Doom Debates
Episode: There’s a 50% Chance AI Kills Us by 2050
Gav Blaxberg
Founder at Wolf Financial
Wolf Financial
Episode: Will AI Trade Stocks Better Than Us?
Ben Bajarin
CEO at Creative Strategies
Creative Strategies
Episode: The Next 12 Months Will Make or Break AI
Adam Parker
Founder and CEO of Trivector Research; CNBC contributor; former Morgan Stanley US Equity Strategy
Trivector Research
Episode: The Formula Institutional Investors Use to Beat the Market w/ Adam Parker
Emad Mostaque
Founder of Stability AI and Intelligent Internet
Stability AI
Episode: What A World Governed By AI Could Actually Look Like
Cody Schneider
Head of Graph.com
Graph
Episode: The Last 90 Days in AI Compressed an Entire Decade. Here's What Actually Changed
Bradley Freeman
Stock Market Nerd, equity research writer
Stock Market Nerd
Episode: Will SpaceX IPO Mark The Top For AI Stocks? w/ Bradley Freeman
Yan Liberman
Managing Partner at Delphi Ventures; co-founder of Delphi Digital
Delphi Ventures / Delphi Digital
Episode: The AI Model With An Unfair Advantage Over ChatGPT
Guillaume Poncet
Head of Engineering at Alchemy
Alchemy
Episode: What The Economy Looks Like When Machines Can Pay Each Other

Hosts

LGD Set
Lead commentator and host of Milk Road AI; frequent on-air market analysis and insights.
Melvin
Host of Milk Road AI and strategist on market trends in AI infrastructure; co-analyst on AI compute themes.

Reviews

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

    Kudos to hardworking folks

    Apple Podcasts
    5
    G3PSY
    India8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The format blends finance with tech/crypto insights for a unique angle.
Listeners appreciate practical, investment-focused discussions around AI infrastructure.
Guests bring deep expertise from crypto, AI, and enterprise software; conversations feel timely and trader-friendly.

Chart Rankings

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

Apple Podcasts
#48
United States/News/Tech News
Apple Podcasts
#22
Canada/News/Tech News
Apple Podcasts
#112
United Kingdom/News/Tech News
Apple Podcasts
#94
Australia/News/Tech News
Apple Podcasts
#124
Germany/News/Tech News
Apple Podcasts
#23
Singapore/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

Robinhood’s AI Bet Is Bigger Than Anyone Realizes
Q: What regulatory or policy headwinds could impact this vision?
Regulation remains a key bottleneck; approval processes and the broader regulatory environment will determine how quickly and safely agentic finance can scale.
Robinhood’s AI Bet Is Bigger Than Anyone Realizes
Q: How will Robinhood practically enable AI agents for users?
Robinhood will allow customers to use AI agents with prompts and wallets, enabling autonomous trading and spending, effectively turning agents into digital money managers within the platform.
Robinhood’s AI Bet Is Bigger Than Anyone Realizes
Q: What is the core thesis for Robinhood in this AI-driven future?
AI agents will become a major growth engine for Robinhood by spending, trading, and increasing activity per customer, transforming the platform from a productivity tool into an economic actor.
Will AI Trade Stocks Better Than Us?
Q: How do you balance diversification with AI-driven growth areas?
Use ETFs for core diversification while selectively adding AI-related growth names and hedge-like plays (e.g., dividend-focused ETFs) to manage risk and capture long-term growth, complemented by AI-powered monitoring.
Will AI Trade Stocks Better Than Us?
Q: What does the current AI trading landscape look like for retail investors?
AI is enabling more accessible and automated strategies, with platforms that let investors build and monitor AI agents, track profitability signals, and get real-time insights, though human oversight remains important due to potential hallucinations.

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?

This show centers on AI infrastructure, compute bottlenecks, and the economics of AI-enabled systems, with a strong tilt toward investing in AI hardware, data centers, and crypto-compatible AI rails. Episodes spotlight market dynamics, sponsor-driven discussions, and real-world deployment stories from leading firms, VCs, and engineering teams building the next era of AI compute. A standout pattern is the integration of timely tech narratives with actionable investment ideas and frequent sponsor mentions, helping listeners gauge which hardware, software, or crypto rails could shape AI adoption and equity performance. The format often blends roundtable market analysis with expert guest perspectives, making it a likely fit for listeners who wa... more

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Which podcasts are similar to Milk Road AI?

These podcasts share a similar audience with Milk Road AI:

1. The Milk Road Show
2. Milk Road Macro
3. Moonshots with Peter Diamandis
4. Limitless: An AI Podcast
5. The a16z Show

How many episodes of Milk Road AI are there?

Milk Road AI launched 9 months ago and published 85 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. Liron Shapira
2. Gav Blaxberg
3. Ben Bajarin
4. Adam Parker
5. Emad Mostaque
6. Cody Schneider
7. Bradley Freeman
8. Yan Liberman

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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