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
