The AI race is entering a new phase, and it’s no longer just about who has the smartest chatbot. This week, the Iron Gate team breaks down the growing battle between open-source and closed AI models, why leaders like Jensen Huang, Elon Musk, and Sam Altman are taking sides, and what it could mean for the future of investing. They also discuss Google’s latest earnings, why billions in AI spending rattled Wall Street despite strong results, and why long-term investors should look beyond the headlines.
The conversation also explores why hyperscalers like Google, Microsoft, Amazon, and Meta remain at the center of the AI revolution, and why demand for computing power continues to surge. Finally, the team shares why they’re optimistic about America’s reindustrialization, the massive wave of infrastructure investment underway, and how market volatility can create some of the best long-term investment opportunities. Whether you’re following AI, the stock market, or simply looking to become a better investor, this episode offers valuable perspective on one of the biggest stories shaping the future.
Here’s to wise investing.
