Dan Ives
speaker
334 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Dan Ives’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
But that will be like a big part of this build-out when it comes to the energy and the infrastructure build-out in terms of what's happened in this country.
Does that worry you?
It just, but it's ultimately healthy over time.
Because it speaks like, just like you said, more models, more competition, pricing will get driven down.
You can't just have one company owning the market.
Open AI, they're obviously going to continue to accelerate.
You're seeing people picked off left and right in terms of, you know, the tech talent.
And I think it just shows, like, this industry is more than just anthropic and open AI.
It is... It's spreading.
And you see... Look, go back to, like, Caterpillar, or you could argue on the defense side, like, where Lockheed Martin could be when it comes to defense tech relative to AI and...
as almost like a third, fourth derivative.
And I think investors now are starting to, I think, better appreciate the scope of what this is all gonna do.
Yeah.
And look, for me, you know, over 25 years in the street, like, I wanted to try to build something.
I mean, look, you've built so much stuff, you know, in terms of, you know, successfully
And obviously, that's unbelievable.
For me, it's like I've never built anything.
And I really saw the opportunity the last few years in terms of a true merchant bank.
One, where it's an investment bank, but you actually could skin the game.
You actually have the capital to also invest in the companies, you know, as it's obviously siloed off, and to create an end-to-end bank that I think there's a huge gap in the market.
Showing 241–260 of 334 · page 13 of 17
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