Dan Ives: Still the First Inning for AI

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 31 January 2025

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound. Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today is Dan Ives appreciation day at the compound.
0:03.0	We couldn't have scripted a better time for you to be on the show.
0:06.0	It's crazy.
0:07.0	It's kismet.
0:08.0	I mean, it's just wild the way this work, the timing worked out so off.
0:12.0	Dude, it's a 516 connection.
0:14.0	I want to hear your timeline.
0:16.0	Like, when was the first time you got a question about this?
0:20.0	Was it before the new year?
0:21.6	Okay.
0:22.8	So, yeah.
0:23.4	So didn't the first version kind of dribble out like December 27th or something?
0:27.8	In late December, we heard, we, you know, got questions on it.
0:32.9	You know, at CES, there was buzz about it.
0:35.6	Oh, there was.
0:36.1	Yeah.
0:36.2	Yeah.
0:36.6	So when I was in Vegas, like, that was a big it. Oh, there was. Yeah. So when I was in Vegas,
0:37.8	like that was a big conversation in terms
0:39.7	like deep seek. There was a lot of Chinese
0:42.0	tech players at CES this year.
0:44.3	Why you point to him?
	...

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