{"podcast":{"title":"Milk Road Stocks","slug":"milk-road-ai-7580602","podcast_index_feed_id":7580602,"rss_url":"https://anchor.fm/s/10b7d3d70/podcast/rss","website_url":"https://link.milkroad.com/pod-ai","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/44777244/44777244-1787158229434-efcde50e8567f.jpg","author":"Milk Road","episode_count":125,"summary":"The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them. 5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio. 🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? Join Milk Road PRO for just $1: https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=biolink","last_synced_at":"2026-09-25T04:21:56.210250+00:00","page_url":"https://stenobird.com/podcast/milk-road-ai-7580602"},"episode":{"title":"The Next 12 Months Will Make or Break AI","slug":"the-next-12-months-will-make-or-break-ai","published_at":"2026-07-13T14:47:24+00:00","page_url":"https://stenobird.com/podcast/milk-road-ai-7580602/the-next-12-months-will-make-or-break-ai","show_page_url":"https://stenobird.com/podcast/milk-road-ai-7580602","url":"https://podcasters.spotify.com/pod/show/milk-road-radio15/episodes/The-Next-12-Months-Will-Make-or-Break-AI-e3m17gl","audio_url":"https://anchor.fm/s/10b7d3d70/podcast/play/122772437/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-13%2F427873944-44100-2-498d8a37426f2.mp3","summary":"In this episode of Milk Road AI, we sit down with Ben Bajarin, CEO of Creative Strategies and one of Silicon Valley’s longest-tenured technology analysts, to break down what’s really driving the AI market. From the dot-com bubble to today’s AI infrastructure race, Ben explains why the next 12 months could determine whether the trillion-dollar AI investment thesis holds up. ~~~~ ⁠⁠⁠⁠🎯 Our analysts called Micron (+217%), Nebius (+146%), and Bloom Energy (+130%). See what they’re buying next with Milk Road PRO - now 33% OFF!⁠⁠⁠⁠ ⁠⁠⁠⁠ ~~~~~ ⁠⁠⁠⁠⁠🌐 Ready for the next wave of tokenization? See how Securitize is leading it! ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🚀 Real liquidity, real dividends, and just 0.04% fees- check out Bitget Stocks 2.0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ ✊ 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 ~~~~~ 🎙 GUEST INFO 🎙 Ben Bajarin: https://x.com/BenBajarin 📃 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 register…","meta_description":"In this episode of Milk Road AI, we sit down with Ben Bajarin, CEO of Creative Strategies and one of Silicon Valley’s longest-tenured technology analysts,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2395,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/milk-road-ai-7580602/episodes/the-next-12-months-will-make-or-break-ai/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/milk-road-ai-7580602/the-next-12-months-will-make-or-break-ai.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}