Nvidia Just Validated the Entire AI Trade w/ @FloodCapital & @Potrock_ Robotics is the most underpriced part of the AI trade. Robot arms that cost $1–5K are now hitting 95%+ task success and every robot needs huge compute + new models. This could become the next trillion-dollar demand wave. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 — Intro 01:03 — Nvidia’s Earnings & AI Demand Surge 10:42 — Why AI Models Keep Getting Faster 13:36 — OpenAI’s Revenue Boom 20:18 — Debt Risks in the AI Buildout 24:22 — Google’s Gemini 3 Breakdown 27:35 — Why Buffett’s Buying Google 33:00 — The Robotics Boom Begins 40:00 — How to Invest in Robotics 41:42 — Wrap-Up