Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

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

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

Appearances

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · AI Is a Bubble — How the Smart Money Is Quietly Getting Rich Underneath It · 13 Jul 2026 podcast

That does not get you an applause at a dinner party the way I'm an early investor in the hottest AI startup does.

But here's the thing.

You're not here for an applause at a dinner party.

You're here to build real, durable, generational capital for yourself, for your family, and for your investors.

And the boring, contracted asset back money is exactly how the wealthiest, most sophisticated allocators on planet Earth actually play waves like this one.

So let everybody else chase the lottery ticket and brag about it.

You go quietly, take the picks, the shovels, and the water right.

And you let the results do the talking themselves.

So let's bring this all the way home.

AI is a bubble.

At the top and underneath that bubble sits one of the greatest infrastructure opportunities of our entire lifetime.

The difference between getting wiped out and getting wealthy in this era comes down to four things.

Knowing the capital stack, respecting the power constraint, modeling the obsolescence honestly, and positioning with cold discipline instead of hot hype.

That's it.

Don't buy the bubble.

Underwrite the build out.

That is the whole game.

And now you know how to play it.

So if you got value out of this,

And I genuinely hope you got a ton, go grab the AI infrastructure capital scorecard in the link below.

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