Episode
The Hidden AI Stock Turning Broken SaaS Companies Into Cash Machines
- Podcast
- Milk Road Stocks
- Published
- Sep 18, 2026
- Duration seconds
- 2745
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/milk-road-ai-7580602/episodes/the-hidden-ai-stock-turning-broken-saas-companies-into-cash-machines/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/milk-road-ai-7580602/the-hidden-ai-stock-turning-broken-saas-companies-into-cash-machines.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode, Vincent breaks down how Bending Spoons is building what he describes as an AI-enabled version of Berkshire Hathaway, acquiring established SaaS companies, transforming their operations, cutting costs, improving monetization, and using AI to make the entire portfolio more efficient. Rather than competing directly in AI infrastructure, Bending Spoons is betting on AI adoption. The company has acquired businesses including Evernote, StreamYard, and other major software platforms, then applies its internal technology, talent, and AI systems to improve their economics. ~~~~ 🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1 ~~~~~ 🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets: ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai…