Milk Road AI The Industry AI Is Disrupting the Most (And Nobody Is Talking About It) w/ Kyle Reidhead
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Mar 4, 2026 Kyle Reidhead, an investor and AI commentator focused on finance and healthcare, discusses how AI is reshaping entire industries. He highlights AI removing intermediaries, automating workflows, and cutting costs in finance and healthcare. Conversations cover mortgage automation, blockchain lending, pharma acceleration, and who captures the profit from these shifts.
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Prefer Companies Using AI Over Building It
- Investing in companies using AI can be a better bet than investing in companies building the base models.
- Kyle argues integrating AI into existing distribution (e.g., Apple, Robinhood) boosts earnings without needing to build core LLMs.
Invest In AI Integrators With Distribution
- Look for companies that integrate AI to improve margins and earnings rather than those trying to create the underlying AI platform.
- Kyle points to Robinhood as a high-performer because it integrates new tech to boost profitability without building core models.
AI Is Accelerating Drug Discovery
- Healthcare, especially pharmaceutical research, is primed for AI disruption because it's slow, costly, and human labor intensive.
- Kyle cites Eli Lilly's significant stock gains tied to AI-led drug development as evidence adoption is already happening.