Episode 7, published January 26, 2026
Everyone Is Wrong About AI | Nicholas Mitsakos on Finance, Power & Reality
Is Tesla an AI platform worth a trillion dollars, or just a car company? Nicholas Mitsakos, founder and CEO of Arcadia Capital Group, puts every new technology to the same test: is it a business? In our conversation, he explains: • Business Discipline: "Technological innovation in and of itself is not a business." • The AGI Hype: He wrote three or four years ago that AGI isn't coming, and he believes it even more now. • Back the Arms Dealers: Nvidia is "the world's best arms dealer" because everyone fighting the AI wars needs it. • Start With the We: Pick the right people first. They'll find the right why.
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