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Milk Road AI
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Milk Road AI
@MilkRoadAI
Get smarter about AI investing.
Capitalize on the biggest technological change in history across the infrastructure & app layers of AI.
By @MilkRoad
- Tomorrow our new AI podcast launches. Hosted by Duncan @FloodCapital and @Potrock_ who is the Head of AI at a stealth Web3 x AI startup backed by Tier 1 VCs. Episode 1 drops tomorrow with @novogratz from $GLXY. Subscribe here: youtube.com/@MilkRoadAI
- Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ @FloodCapital @Potrock_ @KyleReidhead The AI gold rush isn’t in chatbots. It’s in data centers, power, robots, and inference, and demand is so insane that even 2017-era chips are still running nonstop.
00:00 - Everything is sold out in the AI world. Whether you're looking for GPUs, data centers and even energy.. Everything is sold out. The demand in the AI sector is absolutely skyrocketing and it's not stopping anytime soon.
- AI is going to create a K-shaped economy. Here’s what that means: Since the launch of ChatGPT, we’ve seen a sharp split between economic growth and job openings. Normally, those two move together. If a company wants to grow, they hire more people. But that's about to change.
- There’s a lot of noise about an “AI bubble” right now. But let’s all take a deep breath. Here’s why it’s way too early to panic: We’re nowhere close to the 1999 Dot-Com mania. Back then, the Nasdaq shot up at a totally unsustainable pace (see: red lines). And now, markets
- Nvidia just posted $57B in revenue, blowing past expectations. It was mainly driven by data center revenue rising 66% YoY, hitting $51.2B (image 1). Jensen Huang also confirmed what everyone suspected: “All our GPUs are sold out.” (image 2) On the back of the report, $NVDA
- OpenAI plans to invest a staggering $1.4 trillion into compute over the next 4-5 years. Here’s the challenge with that: Right now, OpenAI generates just $13 billion in revenue. We say “only” because while ChatGPT boasts an impressive 800 million regular user... But only about
- The Massive AI Build-Out No One Is Pricing In Yet w/ @salimismail AI is doubling every few months. Energy costs are collapsing. Data centers can’t be built fast enough. Salim believes we’re entering the biggest economic shift since the Industrial Revolution, and no one is
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- Tech giants are spending aggressively on AI. Google, Microsoft, Amazon all see AI as the future and they’re pouring billions into it. But what are they actually investing in? Let us explain: Some operators locked in land and power early on, knowing energy would become the
- Everyone now understands how big AI is... But not nearly enough people are piecing together just how massive Robotics is about to become. Here's the main reason robotics is about to explode: The industry can scale much quicker just because robots will be able to learn at a
00:00 - Replying to @MilkRoadAI @FloodCapital and 2 othersLooking for another platform? We got you covered 👇
