{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"Why It's Not Too Late To Invest in AI | Dan Ives","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b872b58e\"></iframe>","width":"100%","height":180,"duration":2723,"description":"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------TIMESTAMPS0:00 The AI Revolution Begins0:51 Are We Too Late for AI?4:23 The Fourth Industrial Revolution6:53 Mapping the Capex Super Cycle9:11 Risks on the Horizon10:34 Understanding AI Spending12:09 The AI Stack Explained13:38 Building the AI House16:02 Identifying Software Opportunities19:10 Power Law Winners in AI20:24 America vs. China in AI23:08 The Software Layer's Golden Goose25:58 Separating Substance from Noise26:30 The Private Market Dilemma43:19 The Convergence of AI and Crypto45:10 How Rich Can We Get?------RESOURCESDan: https://x.com/DivesTechRyan: https://x.com/RyanSAdamsJosh: https://x.com/Josh_Kale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}