Allie Miller

speaker
965 appearances 1 recordings 1 series first heard Jun 2026 last heard 22 Jun

Allie Miller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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You're going to buy when it goes.
This is not investment advice.
Right.
But my risk profile is very different.
The other way of looking at it is imagine that you get hired at OpenAI the day they go public or you get hired at Anthropic the day it goes public or SpaceX the day it goes public, whatever.
And a large portion of your compensation is equity.
Would you be happy if that portion was 90 percent instead of 50?
If the answer is yes, that should be a trigger in your head that you should buy when these companies go public and that you should hold not for three months.
But when I buy single stock, single stocks, I am holding them on for years.
I'm not buying for short term runs.
And so that like that is the reframe that I would have everyone be be looking at.
So you're long term bullish.
Absolutely.
Because, again, it is a mass horizontal.
Like it is like electricity.
It is like fuel.
It is.
It is so hard for me to imagine that AI will be any less performant than it is now.
Any less pervasive than it is now.
And if you agree with me and you believe that at the very least it's neutral for a couple years and then it goes up or whatever, then that also makes sense that you would want to invest in that as well.
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