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
If you look from the SaaS apocalypse, there will be software companies disintermediated, as we see.
But I agree with you is that I think right now, I think the biggest misconception, or I think maybe the way that the market is maybe misjudging how this is all going to play out,
underestimating the scale and scope and the second, third, fourth derivatives of what's playing out today.
Today, is it a small number of players that are the winners?
Yeah.
But this is, it's building the Las Vegas.
It's like we're in Vegas, 1955, building the Strip.
That's essentially what we're doing.
So every one of these companies' news and the hyperscale, like we need our spot.
on the strip.
If we don't do that now, others will come in.
Now you could be like, why are you spending so much money now?
Goes back to the whole CapEx debate.
They know this is year three of an eight to 10 year cycle, and you could argue a 20 to 30 to 40 year cycle when it comes to physical AI.
That's right now the sort of tug of war that we're seeing in this market.
Our whole thesis is
There's a view like AI just takes away jobs.
Everyone's going to just use these to get rid of whatever, white collar workforce, whatever it was.
It's wrong.
I'm not saying there's not disruption.
Showing 81–100 of 334 · page 5 of 17
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