In today’s weekly rollup, we break down the wild week in AI markets: Nvidia’s insane earnings call, Google’s huge new Gemini releases, OpenAI’s revenue explosion, and the robotics boom that could become the next trillion-dollar demand wave.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on:

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Duncan: ⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠

Patrick: ⁠https://x.com/Potrock_⁠

Kyle Reidhead: ⁠https://x.com/KyleReidhead

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

In today’s episode of Milk Road AI, Salim Ismail, founder of OpenExO, author of Exponential Organizations, and former CEO of Singularity University, breaks down why the AI boom is not a bubble, why model efficiency won’t save us from the compute explosion, and why the real opportunities lie in the physical infrastructure behind AI.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on:

https://milkroad.com/ai/⁠⁠

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✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠⁠https://x.com/MilkRoadAI⁠⁠

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👉 Apple Podcast: ⁠https://link.milkroad.com/applepod-mr-ai⁠

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Salim Ismail: https://x.com/salimismail

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.

In this episode, Duncan and Patrick break down why the AI boom is just getting started and lay out the full AI investing stack like no one else is doing. From GPUs to humanoid robots, this is the most practical guide to navigating the AI CapEx supercycle without getting wrecked. We’re talking data centers, chips, models, apps, and robots, all stacked, explained, and mapped to investable plays.

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🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: ⁠https://milkroad.com/ai/⁠

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✊ Follow Milk Road on Social Media:

👉 Twitter: ⁠https://x.com/MilkRoadAI⁠

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👉 Spotify: https://link.milkroad.com/spotify-mr-ai

👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai

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🎙 GUEST INFO 🎙

Duncan: ⁠⁠https://x.com/FloodCapital⁠⁠

Patrick: https://x.com/Potrock_

Kyle Reidhead: https://x.com/KyleReidhead

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

In this episode of Milk Road AI, legendary investor and Galaxy Digital CEO Mike Novogratz sits down with Duncan to break down why we are in an AI bubble, and why he’s still aggressively investing in it. From asymmetric bets on Ethereum and Bitcoin to a $3.5 billion bet on AI-focused data centers, Novogratz lays out a high-conviction, contrarian strategy that blends crypto, macro, and infrastructure like no one else in the game.

~~~~~

🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: https://milkroad.com/ai/

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✊ Follow Milk Road on Social Media:

👉 Milk Road AI Twitter: https://x.com/MilkRoadAI

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Mike Novogratz: https://x.com/novogratz

📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.