# Forget big tech: the real AI money is in plumbing

> Source: <https://ca.finance.yahoo.com/video/forget-big-tech-real-ai-100000112.html>
> Published: 2026-08-12 10:00:00+00:00

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.