Milk Road AI The AI Investing Playbook Nobody Talks About w/ Ronnie
22 snips
Jan 2, 2026 In this enlightening conversation, investment commentator Ronnie V shares his unique insights on AI investing. He emphasizes a no-nonsense framework focusing on data, distribution, and real-world adoption. Discover why he sold Google for undervalued Adobe, and hear his bullish takes on Amazon's robotics and its margin opportunities. Ronnie also dives into Zeta Global, introducing its powerful AI marketing tools, and pitches Fluence Energy as a hidden gem in energy storage. His bold prediction? Zeta is his top pick for 2026!
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Value Tokenized AI Usage
- Do evaluate companies by real customer use and token economics, not just hype about AI disruption.
- Ronnie highlights Adobe's tokenization inside products as a new revenue vector tied to AI use.
Robotics Could Supercharge Amazon
- Amazon's future margin expansion hinges on robotics and automation reducing labor costs at scale.
- AWS already props up margins but robotics could massively boost e-commerce profitability.
CD Burner Proved Amazon's Moat
- Ronnie needed a CD burner for VA paperwork and couldn't find one in stores.
- He ordered it on Amazon and got next-morning delivery, illustrating Amazon's delivery moat.