Wall Street’s Top AI Bull Reveals the Real Bottleneck (It’s Not Chips) | Dan Ives

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.

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• 0:00 - Intro
• 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit
• 4:36 - Falling model costs and the pricing war
• 5:55 - Cultural bias baked into Chinese AI models?
• 7:44 - Will AI models eat the whole stack? 
• 11:20 - Specialized AI workflows & model routing
• 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue
• 17:37 - The real AI bottlenecks: memory chips, data centers & energy
• 30:13 - Anthropic's revenue growth is slowing — should investors worry?
• 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives
• 34:32 - Dan's AI market predictions & closing thoughts