Dan Ives on the Many Lives of AI

Written By Timmy Adami

October 23, 2024

Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with critical insights into AI's ongoing transformation and its impact across sectors like energy, semiconductors, software, and cybersecurity. Tesla's market strategy and challenges, Apple's AI potential, and broader economic implications for tech giants like Google and Meta are also explored. The episode dives deep into the risks associated with Q3 earnings, focusing on market sentiment, CapEx trends, and strategic maneuvers of major tech firms. Political implications, including potential impacts of a Trump re-election on tariffs and tech, are discussed, underlining the complex interplay of regulatory pressures and market dynamics.

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Timecodes

  • 0:00 - Intro

  • 8:45 - AI’s Many Lives

  • 17:00 - Tesla

  • 30:20 - Apple

  • 41:25 - Meta

  • 46:15 - Q3 Earnings Vibe Check

Timmy Adami
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