Dan Ives

speaker

601 appearances 28 recordings 7 series first heard Dec 2024 last heard 24 Jun

Dan Ives’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 26 in all, peaking in Jun 2026 with 12.

Appearances

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The Pomp Podcast · Bitcoin Is Closer to a Breakout Than People Think | Dan Ives · 13 Feb 2026 podcast

In my view, this is, it's year three of an eight to 10 year build out in AI.

To some extent, if you look at earnings, the CapEx numbers, 650 to 700 billion for this year, it further validates our view that this is gonna be a fourth industrial revolution.

Now in terms of what's going on here, the view that software's on the outside, it's a structurally dead sector, I think in my opinion, in my career, I think it's the most misguided, disconnected call that I've ever seen in tech.

Because ultimately, Salesforce, ServiceNow, Oracle, Microsoft, they're going to be the hearts and lungs of the AI revolution.

And the use cases, are they happening today outside of Palantir?

No.

Six months, nine months, 12 months, 18, that's where it's going to happen.

So I think what you're seeing here is essentially a deep-seek movement.

And I think tech stocks are going to be up.

Like I've said, I think tech stocks are going to have another 20% year up.

And this is just...

early days of what's going to be, I think, a bull cycle that continues to play out.

Look, haters hate, right?

I mean, like I've seen in my whole career, right?

Like they always are trying to wait for there's another bubble moment, there's another dot-com, there's another financial crisis.

I think all the reality is like to say this is a bubble from the 30th floor of a New York City office building or Metro North, it's easy to say that.

The reality is that someone that spends so much time in Asia, sees it upfront, sees demand to supply 12 to one for Nvidia chips is the exact opposite.

And so much of my career, I'll be in Taiwan in a fab, 18 hours a day watching them build.

And then all of a sudden, you land in New York airport, there's a fistfight at Dunkin' Donuts.

And you're like, there's a reason why US is so far behind.

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