Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we’re still early in a m...
Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we’re still early in a multi-year tech bull cycle.
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- 0:00 - Intro
- 0:22 - Is the tech bull market over?
- 1:55 - Why do people want U.S. software companies to fail?
- 4:30 - If tech is up 20%, what happens to the S&P 500?
- 6:16 - Are AI & Bitcoin actually connected?
- 9:02 - Do power and data center constraints limit AI’s upside?
- 13:22 - How robotics will change labor & profits
- 15:45 - Where does bitcoin go over the next few years?
- 17:06 - Which tech companies are misunderstood or undervalued?
- 19:30 - Are we near a market bottom?
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