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.
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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?
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RESOURCES
Dan: https://x.com/DivesTech
Ryan: https://x.com/RyanSAdams
Josh: https://x.com/Josh_Kale
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