Why It's Not Too Late To Invest in AI | Dan Ives
Why It's Not Too Late To Invest in AI | Dan Ives  
Podcast: Limitless: An AI Podcast
Published On: Tue Sep 02 2025
Description: In this episode, Dan Ives from Wedbush discusses the early stages of the AI revolution, introducing his AI Revolution ETF and forecasting a $2-4 trillion surge in tech capital expenditures. We explore key players like NVIDIA, the importance of semiconductors, and the potential for small-cap investments to thrive. Ives also highlights the intersection of AI and cryptocurrencies, offering bold predictions on future opportunities.------🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️https://limitless.bankless.com/https://x.com/LimitlessFT------TIMESTAMPS0:00 The AI Revolution Begins0:51 Are We Too Late for AI?4:23 The Fourth Industrial Revolution6:53 Mapping the Capex Super Cycle9:11 Risks on the Horizon10:34 Understanding AI Spending12:09 The AI Stack Explained13:38 Building the AI House16:02 Identifying Software Opportunities19:10 Power Law Winners in AI20:24 America vs. China in AI23:08 The Software Layer's Golden Goose25:58 Separating Substance from Noise26:30 The Private Market Dilemma43:19 The Convergence of AI and Crypto45:10 How Rich Can We Get?------RESOURCESDan: https://x.com/DivesTechRyan: https://x.com/RyanSAdamsJosh: https://x.com/Josh_Kale------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠