RiskReversal Pod The AI Party Is Just Getting Started with Dan Ives & Taboola's Adam Singolda
Dec 23, 2025
Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the volatile landscape of AI investments and discusses his AI-themed ETF, IVES. He highlights the impact of major tech companies like Microsoft and Google amid market changes. Joining him is Adam Singolda, CEO of Taboola, who shares insights on the ethical implications of AI in journalism and advertising. They explore the innovative Deeper Dive LLM for publishers and the dual paths of AI monetization, raising critical points about publisher rights in the era of AI.
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AI Build-Out Is A Multi-Year Journey
- AI adoption is early: we're in year three of an 8–10 year build-out of the AI revolution.
- The path will be non-linear with bursts of hype, pullbacks, and eventual broad infrastructure and application build-out.
Diversify Your AI Exposure
- Use diversified exposure to AI rather than concentrating in a handful of names.
- Dan Ives built the IVES ETF as a 30-name vehicle to manage idiosyncratic risk and capture AI derivatives.
Market Showing AI Winner-Loser Dispersion
- OpenAI-related names have seen outsized moves creating a clear market bifurcation versus non-OpenAI players.
- The sector now shows increasing dispersion and winners and losers as monetization questions emerge.