
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
| Publishes | Daily | Episodes | 85 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Tech NewsNews | |||

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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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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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
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.
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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
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