{"slug": "forget-big-tech-the-real-ai-money-is-in-plumbing", "title": "Forget big tech: the real AI money is in plumbing", "summary": "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.", "body_md": "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.", "url": "https://wpnews.pro/news/forget-big-tech-the-real-ai-money-is-in-plumbing", "canonical_source": "https://ca.finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html", "published_at": "2026-08-12 10:00:00+00:00", "updated_at": "2026-08-12 10:09:07.352649+00:00", "lang": "en", "topics": ["ai-infrastructure"], "entities": ["Kenny Polcari", "Jared Blikre", "Michael Monaghan", "Yahoo Finance", "Founder ETFs", "SpaceX"], "alternates": {"html": "https://wpnews.pro/news/forget-big-tech-the-real-ai-money-is-in-plumbing", "markdown": "https://wpnews.pro/news/forget-big-tech-the-real-ai-money-is-in-plumbing.md", "text": "https://wpnews.pro/news/forget-big-tech-the-real-ai-money-is-in-plumbing.txt", "jsonld": "https://wpnews.pro/news/forget-big-tech-the-real-ai-money-is-in-plumbing.jsonld"}}