The AI Revolution - Here’s What’s Coming in 2024

On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top cybersecurity stocks, the best CEOs, and much more!
Thanks to Dimensional ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit: www.dimensional.com/
More from Dan:
x.com/DivesTech
00:00 - Cold Open
09:35 - Intro
11:27 - The Story of Dan Ives
13:55 - What Apple Built
18:15 - "The Glow Up"
22:21 - CES Meets Wall Street
29:59 - Microsoft, Apple, and AI
36:56 - Tesla's Outlook for 2024
42:57 - Is Alphabet falling behind on AI?
48:52 - The fate of ESPN
53:58 - Nvidia, AMD, and the Chips Sector
01:00:30 - The Best CEOs
01:05:47 - Future Proof
01:07:20 - Favorites
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[@TheCompoundNews]

Thanks to Dimensional ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit: www.dimensional.com/

[@donaldharlan3981]

Is the Mike 'jet' Pence hoarding a collection of vintage footballs? 😆 Idiots

[@mitchellosu]

Gotta let shows like these run for 3 hours. There was magic. Y’all keep crushing it

[@mich94762]

Was literally thinking the same thing. I feel like so often once we hit the 1hr mark with guests like Dan, Tom Lee, etc. it just starts really picking up.

[@Mr.Eeeeeeeee]

Dan Ives is like a beacon of light in a turbulent storm. When all I hear and see are doom and gloom, I listen to Ives, Tom Lee, Jeremy Siegel , and the Compound to stay the course. In a world of clickbait media you are a breath of fresh air. Absolute GOAT.

[@r1l56me]

My faves as well.

[@MensahAcademics]

Totally and so laid back with it. Because those who know, know.

[@justinwilliams4728]

Facts

[@donyaschuk6538]

This is the best show period. Nothing on Netflix i want to see more than this.

[@sailorforlifebestti3366]

Cudos to Josh Brown on how he handles these interviews, he's one of a kind.

[@fusion273]

kzbin.info/www/bejne/a5SwY4iua9SeerM

[@briancarpenter3923]

Exactly

[@clementsuray4231]

@@briancarpenter3923maybe on guests who drone on too long, but he interrupted Dan Ives way too much. Dan was not wordy and several times was in the process of providing interesting information when Josh would completely usurp him-what’s with that?!

[@CharlieBrown247]

​@clementsuray4231 agreed. The interview was still very insightful, but it would have been nice if the guest was able to get through more than 50-75% of his response before getting cut off.

[@daraghcuddy244]

He'd sell rice to the Chinese

[@Sanitarium619]

Dan and Tom Lee are my favs 💯 when they speak I take notes

[@SMTraz]

DAN IVES the TECH KING! Bring it!!!!!!!!!!!!!!!!!!!

[@SMTraz]

And forgot to say.....First. :)

[@brandonderrick006]

Hell no he was the biggest Tesla hater before it took off. Then he hopped on the bandwagon. I can name ten better “kings”.

[@dinosaurdude5668]

“Management teams that I wouldn’t have coach my kids soccer team” - Dan is great

[@midwestcannabis]

Party On with The Compound and friends and Dan Ives! 🥳🥳🥳🥳🥳🥳🥳🥳🥳✌️✌️✌️✌️✌️✌️

[@cliffpeebles9705]

MWC!

[@midwestcannabis]

@@cliffpeebles9705 The Peebzzzzz!!!! 🥳🥳🥳🥳✌️✌️✌️✌️

[@cliffpeebles9705]

@@midwestcannabis Are you working today or watching the playoffs?

[@midwestcannabis]

@@cliffpeebles9705 actually have 5 days off. Wuih a 1 year old baby and no tv, I don't have time or the means to watch. I'm oblivious to knowing who is even in the playoffs. I'm assumng football . 🤭🤭🤭🤭😃😃😃🤣🤣🤣🤣🥳🥳🥳🥳🥳

[@retiredtreatmaster]

This might be the best episode so far. You 3 Long Island boys have done good!

[@brandonderrick006]

Lmao no

[@dinosaurdude5668]

Love the accents!!

[@situation_zero]

I listened to this on Apple podcasts but came here to replay certain sections because I want to absorb every word. EVERY DAMN WORD. JB you are crushing it with the media and the new blog. Salut.

[@arthurcoberts]

Michael B had to swallow Dan Ives putting Elon at the top of Mt Rushmore. I love that.

[@dsnyder649]

Really one of your best guests ever! I love Dan!

[@davidhaber163]

The only show on KZbin that I watch every week.

[@douangphanthavong5366]

Another solid and enjoyable show guys! Love your special guess as well - Dan Ives!

[@jodyjanson]

Taking financial shows to new levels every week. Absolute best financial broadcast available, nothing else close! Dan Ives is the MAN ON FIRE!

[@WalterRatcliffe]

The best C and Fs ever. Bring Dan back before too long!

[@dinosaurdude5668]

Completely agree!

[@seanharrington4768]

Fantastic podcast-- Dan Ives is in the same conversation as Nick Colas. You need to have him on one more time before Future Proof !!

[@brucebringleson8270]

great show, one of the best, Dan Ives is the man!

[@huankhoango]

Love Dan Ives 👍

[@Chris_Calvin]

Wow. The show hadn’t even started and there was already some 🔥

[@funnellsites1557]

@19:04 "I was in 6th grade Long Island rocking green girbaud's" Dan Ives just became my new favorite person in the financial services community. He's a real one..💯🤣💪🏾

[@joshuacarroll85]

This is a quality show! Seriously, enjoyed the discussion.

[@goldman1195]

i Looooooved this show...thank you ....bring him back over and over again to talk about elon and msft pleeease

[@endlessawareness]

Dan is the best! Josh with the best line, "Have to unzip my pants to sneeze!"

[@mich94762]

Dan Ives rockin' the semiconductor wafer pattern shirt. Iconic. Definitely need him back on ASAP. Great show as always Compound crew✌🏼

[@Gamma_Risk]

Love Dan Ives!

[@affegorilla1299]

His style is 🔥

[@dennisg6733]

Amazing content here guys. Love the new intro format for a sneak behind the scenes. Tech focus this segment was legit!

[@tlosgolf]

Dan Ives is one of those guys that you should ask him a good question and then just let him go. (In other words, don't interrupt him!)

[@Jonah-in-Boise-ID]

Despite all their interruptions it was still a good show.

[@clementsuray4231]

Bingo-what’s with Josh interrupting so often when Dan was in the middle of saying something. Gotta be more self-aware.

[@Jonah-in-Boise-ID]

@@clementsuray4231 they think that for their show to keep your attention and be successful there can’t be any breaks or pauses in the conversation. It’s the opposite of a Joe Rogan or Lex Fridman style.

[@Flexipop76]

Exactly

[@fumedtwice8921]

I always pay attention to Dan Ives! Thanks for the show!!

[@cam-bo11]

Wow! Dan really did have a glow up. I didn't even recognize him until I heard his voice

[@mikewaller6081]

Wait just a ding dang darn minute here! Was this an entire of Compound and Friends with no charts? How did this happen? Still a great episode. Just Keep Buying QQQ.

[@conradhenninger2209]

I did not realize that until right now! Thank you! Love charts but wow! Just goes to show how great the guest and show was!

[@abeNpdx]

Incredible show. As always enormous value ( for free?!) Not to mention fun AF. I mean these guys, these accents, these curse words,this amount of insight and value in the finance/investing space, this humor, self depreciating and other wise..I mean no where else in the space is as cool and valuable as this! Huge fan!🎉

[@TheCompoundNews]

Appreciate it!

[@jtrobbi3]

Dan is amazing, one of my favorite analysts. Thanks for another heater, you guys are killing it!

[@jlcda]

Josh , forget Cat Williams going for 3 hours . get Dan to run with it for 3 hours , I was floored by his derivative comment !! OUTSTANDING SHOW

[@dan19752008]

Happy new year from the UK, love to watch your show on Saturday morning

[@TheCompoundNews]

Happy new year! Thanks for watching

[@Mantraflip]

This is the best financial podcast! Get Nick Murray- the best advisor to the advisors!!!

[@yannickgalarneau5851]

One of the best Compound & Friends!!!

[@spicysauce11]

Fantastic show guys! Production team, bravo. Ives one of my favorite all time experts. I always respect his honesty and modesty, despite all his success.

[@burijoon]

So good I had to watch this episode twice

[@TheCompoundNews]

Love to hear it!

[@paulloughlin9154]

What a riveting and refreshing show!! Just watched the Dan Ives interview. Best use of my time in a long time!!

[@mitchRaph10]

I learned today about just how much JB has Michaels back

[@nickstephenson9852]

What a banger of an episode. Thanks for the content boys.

[@books5442]

Listen to Dan on Cnbc all the time. Great breakdown of tech and great talk as always Michael and Josh

[@JoeyV-ro1wl]

Wooo! 516 productions was me Mirage, Chateau, RVC, H town.

[@kenfinkel986]

You continue to outdo yourselves every week! JC and now Dan were just fabulous learning experiences! See you at Future Fest 🏝️

[@dogelander8956]

Excellent Show tonight. Love Dan Ives! Bring him Back soon

[@maakrzy9648]

I like how Josh shows his listening skills in these

[@MstrOPuppetz]

Best episode ever. More Dan Ives. Should’ve done a huberman/rogan 3hr plus episode. Psu - We are!

[@teachingjaw]

Dan Ives is so well versed.

[@keithsaby8086]

Josh and Michael (and Dan!) - I am watching #125 for the second time. This episode is going to be just like Star Wars: Episode IV - A New Hope (which I saw five times in the theater). This episode has energized me. So many cool things in this episode - "Mount Rushmore of Tech" - "I'm in 15E drinking cabernet" - and I could go on. What a show - so dense. Lots of great info on the companies leading the next revolution (AI) in tech. Keep up the good work. You guys rock! And thank you - Keith

[@allroads1]

This will be on the Mt. Rushmore of podcasts.

[@jamessolomon8465]

Dan Ives is the GOAT! Thanks for bringing him on!!

[@michaelbergeron5936]

This one was so good. I’m back for round 2

[@tradertrades8471]

Top 5 episode! Great guest! Looking forward to the next one.

[@oluwayomiolugbuyi6670]

Great show did not know Dan was this deep

[@tk-tg2wv]

Great interview with lots of informative discussion....one suggestion would be to allow Dan more time to expand on his key points...while the hosts enthusiasm drives the conversation forward, a slightly less rapid pace could give guests like Dan more opportunities to fully share their perspectives with viewers.

[@haroldboghosian3314]

Awesome show with Dan Ives👍

[@r.k.2823]

A million tidbits with this one. Fantastic guest!

[@keelan222]

Awesome Show. Kicking of 2024 with style.

[@TheCompoundNews]

Thanks for watching!

[@prettyswinga1837]

Love how no one has mentioned the KAWZ statue on the desk… JB knows ….X X kid gets it!

[@jminter]

I will watch it tomorrow but this one will be for the books 😀

[@GregStephenson-jw9nm]

You keep bringing in great guys for great interviews, love the show!

[@28Nishy]

This video brought me into the Dan Ives world and I love it

[@user-np3qk7ij1g]

Great show with Dan Ives!

[@mitchRaph10]

Everything Dan says is wisdom from the trenches

[@redpillrepository]

Another fire episode - speaking of Mt. Rushmore, Dan would have to be on one for analysts 💪

[@Wemdiculous]

Before the invention of the lightbulb, they had to use candles for light, candles cost 100x (this is a guess) to light a space as well as a lightbulb. The amount of money spent on lighting increased every year for a hundred years after the invention of the lightbulb. The cheaper a good is, the more people spend on it. If labor gets cheaper because of AI, businesses will spend more on labor every year for the next 100 years. Because for every $ they put in they’ll get out $5 instead of $1.50.

[@Trouthunter64]

echo all the comments - learnt so much - such an inciteful discussion

[@user-ks7zg3wx1d]

Awesome show today! Just found this podcast after signing up for Downtown Josh Brown emails. Can't wait for the next one.

[@davidlkleinman]

Love him calling Tom Lee the GOAT

[@user-my3ug4ei1g]

@divestech is the GOAT. Great guest

[@sburson05]

Great show, loved listening to Dan on the pod. Following on X and LinkedIn 👍

[@robertsimon6500]

Another great show

[@tenzinpassang4812]

The green tidal wave himself in flesh. Danny boy AKA Tesla is Apple on steroids. Cheers, mate.

[@eric2394]

Tesla $3000/share by 2027?

[@tenzinpassang4812]

​@@eric2394I do not predict future or else, i'd be buying lottery and not ivesnting with 15-20 yr window. And as my guru Peter Lynch once said, far m9re money has been lost in anticipating for corrections than lost in it. Secondly, "even GOD can't beat DCA." Lastly, most best investors are dead or forgot abt their 401k. Lesson: DCA TSLA until annual revenue growth is in single digits. Buy more on red and pretebd you're dead. Then, enjoy your paychecks as an early form of a dividend. 🤟🏼😎👍🏻

[@KenjiEspresso]

He was right 50% of the time.

[@Mongoloid69]

I fucking love Dan Ives

[@stuartgeorge7830]

Dude, this was fantastic. Thank you fellas.

[@TheCompoundNews]

Thanks for watching!

[@brenthazel]

Dan is awesome! Have him back again soon.

[@dinosaurdude5668]

Watched this show multiple times! So good! Bring more guests and have a discussion like this… please.

[@sameluckyguy]

Fantastic

[@BullishwithBen]

Fantastic show! Keep up the great work

[@danielmonyhan7834]

Loved the show. Glad to hear that he’s a big college football fan as am I.

[@user-rl2db2mo3n]

Great episode. Learned a lot from this group today

[@davidf5449]

Let's get it Dan!!

[@sharman3340]

Great show / info, guys 👌🏻

[@user-lt3oz7dp1y]

Fantastic show Josh!! Loved it.

[@Bparlette9266]

You guys are the best

[@zeus_2001]

I wanna see Marty McFly flying that Xpeng.

[@frankgaudioso5749]

I was hoping they would ask Dan if he ever missed a hot tech stock - he seems to have hit them all. I agree with his view on cybersecurity being a top sub sector going forward.

[@Markviews2020]

Great episode!! Love you guys!

[@user-yi8bv3ey6m]

Great show, need more Dan Ives!

[@Southsidelion514]

Can’t wait to listen to this. Been wanting to smoke weed with Dan Ives and talk area codes

[@midwestfinestrealty622]

I feel like I am part of a secret cult meeting every time with y’all’s opening. Never change that please

[@sameluckyguy]

Because of Josh I bought NVDA and CRWD

[@MorbidlyBullish]

Dan Ives is the goat!!! 🙏🏽

[@bobbayer3435]

Very good show with Dan Ives. Keep up the good work!

[@davidpm10022]

Great show!

[@robertking913]

Absolutely awesome show

[@randylynns]

Another fabulous show! Thanks!!

[@Yaw_Jr]

Absolutely GREAT show! Fantastic content!