{"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. \nWe 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.\n------\n🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️\nhttps://limitless.bankless.com/\nhttps://x.com/LimitlessFT\n------\nTIMESTAMPS\n0:00 The AI Revolution Begins\n0:51 Are We Too Late for AI?\n4:23 The Fourth Industrial Revolution\n6:53 Mapping the Capex Super Cycle\n9:11 Risks on the Horizon\n10:34 Understanding AI Spending\n12:09 The AI Stack Explained\n13:38 Building the AI House\n16:02 Identifying Software Opportunities\n19:10 Power Law Winners in AI\n20:24 America vs. China in AI\n23:08 The Software Layer's Golden Goose\n25:58 Separating Substance from Noise\n26:30 The Private Market Dilemma\n43:19 The Convergence of AI and Crypto\n45:10 How Rich Can We Get?\n------\nRESOURCES\nDan: https://x.com/DivesTech\nRyan: https://x.com/RyanSAdams\nJosh: https://x.com/Josh_Kale\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://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}