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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🎙 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.