Podbit · Bloomberg Intelligence
Ann Miletti is a committed AI bull, but she worries markets have become too narrow — with all capital flowing to AI names and ignoring diversification. A 'Deepseek moment' or another black swan could wipe out AI-concentrated portfolios quickly.
Where this was said
At 32:44 · chapter starts 32:00
With only 5% of global AUM in EM versus a 7% historical average, Ann Miletti sees $500 billion in potential inflows. [1] — Ann Miletti "Only 5% of global AUM is in emerging markets versus a long-run historical average of 7%. That 2-percentage-point gap represents up to $500 …" 32:01 EM fundamentals have matured and Allspring entered 2026 bullish on the space.
Only 5% of global AUM is in emerging markets versus a long-run historical average of 7%. That 2-percentage-point gap represents up to $500 billion in potential inflows. Ann Miletti says EM fundamentals have matured, and 2026 is still a good time to be there.
Emerging markets receive only 5% of global assets under management, below the long-run average of 7%, suggesting $500 billion in potential inflows.
If emerging market AUM allocation rises from 5% to its historical 7% average, it could bring $500 billion in new investments to those markets.
Sam built Algrow, a SaaS for finding viral content formats, with zero coding experience using ChatGPT and Cursor. Six months later: 10,000 users, $14K/month in revenue.
Sam's first MVP threw an application error on its very first user — and he shipped it anyway. The core idea worked, and that was enough to validate the product and keep users coming back.
Sam joined Discord voice chats, muted himself, and silently screen-shared his product. Users in the chat started tagging him asking what the tool was. No pitch needed — curiosity did the selling.
Most founders post links in Discord and immediately get banned for self-promotion. Sam's approach was the opposite: build rapport, help people with the tool, let word of mouth do the work.
Find where your ICP lives. Listen before building. Validate with DMs and Loom recordings. Build in public with users inside your own Discord server. Turn early adopters into advocates with free access.
Instead of fearing the self-promo ban in large Discord servers, create your own private server for your product. You funnel in ideal customers and build a relationship that email can't replicate.
Algrow helps creators find and replicate viral video formats, starting at $25/month. It analyzes subscriber counts, average views, and trending formats — and can even generate the videos with AI.
After weeks of Sam silently screen-sharing in a Discord server, the server owner — unprompted — made a full YouTube promotional video about Algrow. Sam paid nothing and asked for nothing.
Producer Gus admits Discord never crossed his mind as a customer acquisition channel. Pat connects the insight to a broader lesson: match your distribution channel to where your actual customers live.
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