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 over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives · 27 Jul 2026 podcast

And for someone like me that's done it for decades, for Yorkville that's done it for decades, we just feel like it's just like a unique combination that just makes us so excited.

I agree.

Yeah, I think we're going to continue to go through these, like, gut check moments, whether it's Chinese models, whether it's CapEx debate, no MAS.

You know, investors are, you know, sort of putting the sort of white flag.

They want companies to ultimately cut it instead of see the wait to actually see free cash flow monetization.

But I just think it all comes down to, like, the monetization bets will start to show in the second half of the year.

And as that shows, whether it's on the hyperscalers, whether it's in software, whether it's really across the stack, that, to me, is the key to this market.

Now, of course, like, Fed, oil, gold, crypto, you know, you go through, like, so many...

But it's tech that will ultimately drive this market, or if the market obviously gets hit, it's tech that is the bedrock.

So I just think that we're going into, like, it's still third inning of the AI revolution.

You could argue, is it second?

Is it fourth?

But those that say it's seventh, eighth, you haven't... It's Vegas 1955.

You're just building the strip.

And I think that's also why the debate relative to like 99 bubble, is this another bubble?

I just, and me and you have talked about it before, is like they are vastly different markets.

And I would say much more confident that this is truly the fourth industrial revolution today than maybe a year and a half ago.

Mm-hmm.

As you've seen enterprise go down the route.

So that's where I just think it's like, but we're going to have narratives.

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