How to Separate the AI Headlines From What Actually Matters w/ Dan Ives

AI is moving faster than the headlines can explain, so how do you sort fiction from fact?

Tech analyst Dan Ives has spent more than 25 years on Wall Street doing exactly that. In this episode, he shares what the future could look like if the U.S. keeps its edge over China, what his biggest worry about AI is right now, and why AI's major PR problem is making people underestimate the opportunity ahead.

Topics discussed:

(00:00) Introduction

(02:11) How he built a tech career with no tech background

(04:28) His biggest worry and the fight over data centers

(07:09) Why AI has a perception problem

(08:57) The case for AI creating more jobs

(11:28) Why he sees a young bull market

(14:04) What we can learn from the SpaceX IPO

(17:25) What it will take to keep the tech lead over China

(20:42) Tech regulation, gridlock and the politics around AI