Why It's Not Too Late To Invest in AI | Dan Ives

Limitless Podcast

Content provided by Limitless and Limitless by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Limitless and Limitless by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

2M ago 45:23

MP3•Episode home

In this episode, Dan Ives from Wedbush discusses the early stages of the AI revolution, introducing his AI Revolution ETF and forecasting a $2-4 trillion surge in tech capital expenditures.

We explore key players like NVIDIA, the importance of semiconductors, and the potential for small-cap investments to thrive. Ives also highlights the intersection of AI and cryptocurrencies, offering bold predictions on future opportunities.

------
🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️
https://limitless.bankless.com/
https://x.com/LimitlessFT

------
TIMESTAMPS

0:00 The AI Revolution Begins
0:51 Are We Too Late for AI?
4:23 The Fourth Industrial Revolution
6:53 Mapping the Capex Super Cycle
9:11 Risks on the Horizon
10:34 Understanding AI Spending
12:09 The AI Stack Explained
13:38 Building the AI House
16:02 Identifying Software Opportunities
19:10 Power Law Winners in AI
20:24 America vs. China in AI
23:08 The Software Layer's Golden Goose
25:58 Separating Substance from Noise
26:30 The Private Market Dilemma
43:19 The Convergence of AI and Crypto
45:10 How Rich Can We Get?

------
RESOURCES

Dan: https://x.com/DivesTech

Ryan: https://x.com/RyanSAdams

Josh: https://x.com/Josh_Kale

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

75 episodes

#Tech #Limitless #Limitless by Bankless #Technology #Trading #Business