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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
they would have already saw, you know, wherever the smoke come out of the chimney, whatever the signs are like, whoa, come, they're not seeing the ROI.
They're not, but I could tell you like, Palm, I can tell you like, whether it's Palantir, whether it's Snowflake, whether it's what we see on cybersecurity, private companies, Databricks, you see it more and more that the companies, they're seeing the ROI.
That's why they're spending more, whether it's insurance, financials, biotech, pharmaceuticals.
Is AI ultimately going to be the first true discovery to get rid of Parkinson's, cancer, and Alzheimer's?
I'm just trying to walk through.
I think there's a view today where it's just, okay, it's going to take away my job and increase my electricity bill.
And that's a huge PR problem created by the industry.
the benefits of this are just starting to be realized.
And I think that, look, that speaks to the market.
Like, that's why every earnings season is so important, validation, what demand.
But I could just tell you from recent Asia trip, like, it's still, what, 12 to 1 demand and supply when it comes to chips.
Memory is the biggest bottleneck, because there's no all of it, like a Pomba Ives memory data that we're going to build in New York or New Jersey.
You're talking about, like, on one hand, the amount of memory players.
That's why from SK, you know, to Micron, to everything we see, you know, across Korea, and you've seen it in the Cosby, like...
that memory is the biggest constraint that we see.
And you probably don't have the equilibrium until 2028, 2029.
Now, you could argue different in terms of the stocks.
What are they reflecting?
Is it cyclical?
Has this almost changed the cyclicality?
Showing 141–160 of 334 · page 8 of 17
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