Is AI Taking Money & Attention Away From Bitcoin? | Dan Ives

Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.

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• 0:00 - Intro
• 1:00 - SpaceX IPO & the birth of a new sector
• 3:23 - SpaceX + Tesla merger thesis
• 5:51 - The AI backlash & Big Tech's PR problem
• 11:53 - US vs. China: who's actually winning in AI?
• 15:03 - Robotics, self-driving cars & physical AI
• 19:55 - How to invest in AI: chips, software & infrastructure
• 28:34 - New Fed chair, rates & macro risks
• 32:45 - Bitcoin vs. AI: capital rotation
• 37:55 - On-the-ground intel from Asia & Taiwan
• 40:06 - Any concerns with AI?
• 44:18 - Apple's AI strategy & Tim Cook stepping down
• 46:52 - The Ives AI ETF & portfolio construction