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

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 20 May 2026

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	Remember, what Anthropics done is unbelievable.
0:03.0	But you start that type of fear, that's the thing, then all of a sudden, data centers don't get built.
0:09.0	You have politicians get more focused on regulation of models.
0:13.0	You start to go closer to Europe from the data privacy.
0:16.0	Meanwhile, China at that point is like foot on the pedal going.
0:20.0	That's the thing that to me, that I worry about the most is the self-created PR problem. What's going on, guys? Today we've got a great conversation with Dan Ives. He's the head of tech research at Wed Bush. And in this conversation, we dive deep into the AI trait. He explains what he's excited about, what he's worried about.
0:37.7	He shows you where there is actual capital flowing. And then he takes us around the world as he
0:42.3	goes on a trip and he tries to understand what's happening on the ground.
0:45.7	We also talk about the impact from the macro environment, what's going on with Bitcoin and
0:49.2	crypto. And then Dan zooms out and explains what needs to change in order for AI to become more
0:54.0	adopted globally and actually usher in the age of abundance that everyone's so excited about.
0:58.8	Here's my latest conversation with Dan Ives.
1:01.3	Dan, let's start with SpaceX.
1:02.8	Obviously, everyone is anticipating this IPO.
1:05.0	It's supposed to be the biggest IPO in history.
1:06.7	How do you view the positives and negative impact of this company coming public?
1:10.7	Look, I mean, this is really, it's defining what's going to be a new sector, no different than tech or retail.
1:18.0	It's space.
1:18.8	And I think there's misnomer's because to me, SpaceX is going to be about defining space in terms of data centers in space.
1:27.1	The business components. Not necessarily we're talking like data centers in space, the business components.
1:28.9	I'm necessarily, we're talking like joyrides in space for, you know, 20 seconds.
1:33.3	And it's really going to be almost a convergence of tech.
	...

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