The AI Boom Is Bigger Than Anyone Thinks | Dan Ives

Dan Ives is a Partner and Senior Managing Director at Yorkville Ives. In this conversation, we break down where value is building in the AI trade, Dario's warnings about AI, regulatory capture, and whether OpenAI and Anthropic are in more trouble than people realize. We also discuss the White House AI meeting, sovereign AI, the US vs China race, and his new Ives Ultra Fund. ======================= Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================= Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at ⁠https://www.lava.xyz/POMP⁠ ======================= This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at ⁠http://www.InvestorHealth.com/pomp⁠. *Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.* ======================= - 0:00 - Intro - 1:12 - Where's the value in the AI trade? - 2:32 - Dario's AI warning & regulatory capture - 5:15 - Are OpenAI & Anthropic in trouble? - 11:04 - Trump's White House AI meeting - 13:51 - Open source vs closed source AI - 15:32 - Token price war & the Anthropic IPO - 22:33 - How to invest in the AI trade - 25:04 - Personal AI agents & consumer AI - 26:31 - Why tech is ignoring macro headwinds - 30:36 - The Ives Ultra AI Fund - 33:21 - Data, sovereign AI & the future of work