Unusual Bets

Is the AI boom a bubble, or are we just getting started? Wall Street tech analyst Dan Ives says we're only in the third inning, about 15% of the way through a 10–12 year AI build-out, and that investors are still underestimating it. On this episode of Unusual Bets, host Arthur Ballesteros sits down with Dan Ives, partner and senior managing director at Yorkville Ives and one of Wall Street's best-known tech analysts with 25+ years covering the sector. Dan makes his case for a multi-year tech bull market. He explains why today looks nothing like the dot-com bubble, where the bears have a point, and why he thinks the ""SaaSpocalypse"" fears were overblown."

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