OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick episode artwork

EPISODE · Jan 23, 2026 · 37 MIN

OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick

from Milk Road AI · host Milk Road

In this episode of Milk Road AI, Duncan and Patrick break down OpenAI’s revenue ramp and explain why it kills the AI bubble narrative that’s been spreading across markets. As OpenAI scales compute from megawatts to gigawatts, revenue is following in lockstep. What once looked like reckless spending now looks like a deliberate infrastructure buildout, converting energy and compute into real, monetizable intelligence.~~~~~🌍 ⁠⁠Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for businesses.⁠⁠⁠⁠⁠⁠⁠⁠⁠💸 Stop chasing yields, let Yieldseeker hunt the best stablecoin rates 24/7 (get 10,000 bonus points when you deposit $100+). ⁠~~~~~🔧 Tools & Channels🥛 ⁠Free Milk Road Newsletters.⁠🥛 ⁠Go PRO and become a better investor.~~~~~✊ 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 🎙Duncan: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Patrick: ⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Potrock_⁠⁠⁠LG: ⁠https://x.com/LgDoucet📃 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 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.

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OpenAI’s Revenue Ramp Kills the AI Bubble Narrative w/ Duncan & Patrick

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