cd /news/ai-infrastructure/forget-big-tech-the-real-ai-money-is… · home › topics › ai-infrastructure › article
[ARTICLE · art-93386] src=ca.finance.yahoo.com ↗ pub= topic=ai-infrastructure verified=true sentiment=· neutral

Forget big tech: the real AI money is in plumbing

Founder-led companies significantly outperform the market, according to data discussed by Kenny Polcari, Jared Blikre, and Michael Monaghan on Yahoo Finance. The panel highlighted overlooked opportunities in AI infrastructure, comparing the next productivity boom to the historical shift from steam to electricity, and praised the flawless execution of the SpaceX IPO.

read1 min views1 publishedAug 12, 2026
Forget big tech: the real AI money is in plumbing
Image: Ca (auto-discovered)

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity.

source & further reading
ca.finance.yahoo.com — original article Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending AI Startup Cognition in New Funding Talks at $40 Billion Value China Earnings to Test Rotation From AI to Internet Stocks
── more in #ai-infrastructure 4 stories · sorted by recency
── more on @kenny polcari 3 stories trending now
sponsored brought to you by zahid.host 4,200+ EU-deployed projects
reading about agents? ship yours in a single git push.

Run your AI side-project on zahid.host

EU-based hosting, git-push deploys, automatic HTTPS, no cold starts. Free tier with a custom domain — perfect for shipping the agent you just read about.

$git push zahid main
→ Live at https://your-agent.zahid.host ✓
Get free account → Pricing
from €0/mo · no card required
LIVE [news/forget-big-tech-the-…] indexed:0 read:1min 2026-08-12 · —