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DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on...

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We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:
12:08

We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

Schwab Network

52,991 views • 9 months ago

$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿
5:29

$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿

amit

156,318 views • 1 year ago

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.
13:00

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

Ming

29,004 views • 6 months ago

🚨 Wedbush's Dan Ives on physical AI: “The two best physical AI plays in the market are $NVDA and $TSLA. I don’t believe any of that valuation is factored into the story today. We’re not even factoring Optimus into the $2 trillion. Because my view is that as they start to scale it and it starts to get deployed, it could be EVEN BIGGER than autonomy.” Tesla Dan Ives
3:23

🚨 Wedbush's Dan Ives on physical AI: “The two best physical AI plays in the market are $NVDA and $TSLA. I don’t believe any of that valuation is factored into the story today. We’re not even factoring Optimus into the $2 trillion. Because my view is that as they start to scale it and it starts to get deployed, it could be EVEN BIGGER than autonomy.” Tesla Dan Ives

Herbert Ong

81,301 views • 1 year ago

Jensen never changed his mind on Quantum! - "We are working with every quantum company in the world" - "15 years is on the early side, 30 years is a little late" - "Most of us settle on 20 years" $ionq $rgti $qubt $qbts He didn't change his entire view in a few months. He just doesn't want to crash the market and these companies stock price, like he did last time. He want's to see the industry progress and they earn $NVIDIA money! But the technology is still 15 - 20 years away.
3:20

Jensen never changed his mind on Quantum! - "We are working with every quantum company in the world" - "15 years is on the early side, 30 years is a little late" - "Most of us settle on 20 years" $ionq $rgti $qubt $qbts He didn't change his entire view in a few months. He just doesn't want to crash the market and these companies stock price, like he did last time. He want's to see the industry progress and they earn $NVIDIA money! But the technology is still 15 - 20 years away.

Common Sense Investor

302,529 views • 9 months ago

Arvind Krishna on Masters of Scale: the AI data center math doesn't work. IBM's CEO runs the numbers. 125 GW of committed AI data centers implies $8-12T in capex. That requires roughly $1T in annual profit. Which requires $4T in incremental AI revenue. His words: "I don't see the economics of that at all." Krishna is talking his book - IBM sells the on-premise alternative. But he is an enterprise infrastructure CEO who has deployed AI at scale across 250K+ employees. When he says the hyperscaler capex cycle has no revenue path, that is worth weighing. The bull and bear case on IBM are the same argument: excess capex validates on-premise. IBM's full enterprise ROI breakdown, the $4T revenue gap, and the quantum bet: Source: Masters of Scale -
1:25

Arvind Krishna on Masters of Scale: the AI data center math doesn't work. IBM's CEO runs the numbers. 125 GW of committed AI data centers implies $8-12T in capex. That requires roughly $1T in annual profit. Which requires $4T in incremental AI revenue. His words: "I don't see the economics of that at all." Krishna is talking his book - IBM sells the on-premise alternative. But he is an enterprise infrastructure CEO who has deployed AI at scale across 250K+ employees. When he says the hyperscaler capex cycle has no revenue path, that is worth weighing. The bull and bear case on IBM are the same argument: excess capex validates on-premise. IBM's full enterprise ROI breakdown, the $4T revenue gap, and the quantum bet: Source: Masters of Scale -

Podcast Alpha

11,102 views • 1 month ago

Ahead of big tech earnings next week, Dan Ives of Wedbush tells Nicole Petallides that he sees $MSFT hitting a $5 trillion market cap in the next 18 months as it enters "a golden era" of AI. The "AI party," according to Ives, is going to "power the tech bull market" for the next 2-3 years. His price target on some of the companies set to report: — $TSLA: Outperform, $500 price target — $AAPL: Outperform, $270 price target — $MSFT: Outperform, $600 price target Here's what else he had to say, including his outlook for Tesla and Meta — and why it's time for Apple to "change its DNA" and do "something big."
12:38

Ahead of big tech earnings next week, Dan Ives of Wedbush tells Nicole Petallides that he sees $MSFT hitting a $5 trillion market cap in the next 18 months as it enters "a golden era" of AI. The "AI party," according to Ives, is going to "power the tech bull market" for the next 2-3 years. His price target on some of the companies set to report: — $TSLA: Outperform, $500 price target — $AAPL: Outperform, $270 price target — $MSFT: Outperform, $600 price target Here's what else he had to say, including his outlook for Tesla and Meta — and why it's time for Apple to "change its DNA" and do "something big."

Schwab Network

52,873 views • 1 year ago

BREAKING: THE MOST IMPORTANT VIDEO TO WATCH IF YOU ARE INVESTED IN QUANTUM COMPUTING COMPANIES. $IONQ $RGTI $QBTS $QUBT The world's leading quantum computing researcher Scott Aaronson calls out the scams and snakeoilmen in the public quantum computing stock market. $IONQ $RGTI $QBTS $QUBT - "The most important thing that I can say in this whole interview, if I am taking to Retail investors is that unfortunately there are companies that I see that are really trying to solve the hardware problems, they might succeed, they might fail but they are really focused on solving the real problems and talking about it more or less honestly" - "and then there are companies that have focused on like marketing themselves to Retail investors and doing IPO's" i.e. the 4 public quantum computing companies IONQ, Rigetti, D-Wave and QUBT. - "and I see these 2 sets of companies being mostly disjoint from each other" - "So the companies that have focused on doing IPO's are actually not the ones that are in the lead on in the hardware, what they are in the lead on is selling a narrative to people...... - "convincing people this is already useful for solving problems in optimization and machine learning and finance, which sounds great to people, but all depends on you agreeing to not ask the question Q. well could a classical computer have done that just as well, could a classical computer actually have done that much faster and easier " "When people are talking about that the big use of a quantum computer is to solve optimization or machine learning problems or to turbo charge AI, or it can already do this, it's already delivering value to customers...." "these are the tells you are dealing with a SNAKEOIL SALESMAN" He calls out the "scammy" companies in this space! Remember the only 4 quantum pure play companies that have IPO'd are $IONQ $RGTI $QUBT $QBTS He also says earlier in the interview “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” YOU ARE BEING LIED TO! Full video in comments from the The Quantum Bull
4:20

BREAKING: THE MOST IMPORTANT VIDEO TO WATCH IF YOU ARE INVESTED IN QUANTUM COMPUTING COMPANIES. $IONQ $RGTI $QBTS $QUBT The world's leading quantum computing researcher Scott Aaronson calls out the scams and snakeoilmen in the public quantum computing stock market. $IONQ $RGTI $QBTS $QUBT - "The most important thing that I can say in this whole interview, if I am taking to Retail investors is that unfortunately there are companies that I see that are really trying to solve the hardware problems, they might succeed, they might fail but they are really focused on solving the real problems and talking about it more or less honestly" - "and then there are companies that have focused on like marketing themselves to Retail investors and doing IPO's" i.e. the 4 public quantum computing companies IONQ, Rigetti, D-Wave and QUBT. - "and I see these 2 sets of companies being mostly disjoint from each other" - "So the companies that have focused on doing IPO's are actually not the ones that are in the lead on in the hardware, what they are in the lead on is selling a narrative to people...... - "convincing people this is already useful for solving problems in optimization and machine learning and finance, which sounds great to people, but all depends on you agreeing to not ask the question Q. well could a classical computer have done that just as well, could a classical computer actually have done that much faster and easier " "When people are talking about that the big use of a quantum computer is to solve optimization or machine learning problems or to turbo charge AI, or it can already do this, it's already delivering value to customers...." "these are the tells you are dealing with a SNAKEOIL SALESMAN" He calls out the "scammy" companies in this space! Remember the only 4 quantum pure play companies that have IPO'd are $IONQ $RGTI $QUBT $QBTS He also says earlier in the interview “I would say $IONQ has not demonstrated anything in trapped ion hardware close to what Quantinuum has demonstrated in the last year” YOU ARE BEING LIED TO! Full video in comments from the The Quantum Bull

Common Sense Investor (CSI)

140,077 views • 7 months ago

"For the first time in 30 years, the US is ahead of China when it comes to tech because of this AI revolution," Dan Ives says. "I view this as sort of a Fourth Industrial Revolution, and I think the Street is continuing to massively underestimate what the demand looks like."
8:35

"For the first time in 30 years, the US is ahead of China when it comes to tech because of this AI revolution," Dan Ives says. "I view this as sort of a Fourth Industrial Revolution, and I think the Street is continuing to massively underestimate what the demand looks like."

Yahoo Finance

77,865 views • 9 months ago

NVIDIA CEO Jensen Huang just gave us a glimpse into the future of AI, and it's far bigger than text and images. He asked: "If you can understand worlds, is it possible that you understand proteins and chemicals that have structure?” This is the quiet revolution happening in AI right now. We're moving from an AI that understands human language to an AI that understands the language of nature itself. The "letters" are atoms. The "words" are molecules. The "sentences" are the complex structures of life, networks, and reality. The same foundational models that generate video are now being used to: *Decode proteins to fight disease *Design new materials at the atomic level *Simulate complex systems in quantum computing These were once the domain of supercomputers and Nobel laureates. Now, they're becoming solvable problems for a new generation of startups. AI is transitioning from a tool for communication to a tool for creation and discovery in the physical world. This is where the next wave of generational companies will be built. The "hard-to-solve" problems are now within reach.
2:14

NVIDIA CEO Jensen Huang just gave us a glimpse into the future of AI, and it's far bigger than text and images. He asked: "If you can understand worlds, is it possible that you understand proteins and chemicals that have structure?” This is the quiet revolution happening in AI right now. We're moving from an AI that understands human language to an AI that understands the language of nature itself. The "letters" are atoms. The "words" are molecules. The "sentences" are the complex structures of life, networks, and reality. The same foundational models that generate video are now being used to: *Decode proteins to fight disease *Design new materials at the atomic level *Simulate complex systems in quantum computing These were once the domain of supercomputers and Nobel laureates. Now, they're becoming solvable problems for a new generation of startups. AI is transitioning from a tool for communication to a tool for creation and discovery in the physical world. This is where the next wave of generational companies will be built. The "hard-to-solve" problems are now within reach.

Konstantine Buhler

13,014 views • 9 months ago

DAN IVES SAYS THIS IS NOT A TIME TO PANIC ... THE 4TH INDUSTRIAL REVOLUTION IS HAPPENING RIGHT NOW Exclusive Dan Ives Dan Ives Interview - SpaceX and Tesla will merge?!?! - We're in year 3 of a 8 to 10 year buildout and the market is pricing Nvidia like its year 7 - Autonomy and Humanoid Robots are real ... Your 8-year-old won't need a driver's license because of Autonomy Shoutout to Tannor Manson for Co-hosting (Bookmark this post ... clippers feel free to take clips from the video and post it 🫡)
37:11

DAN IVES SAYS THIS IS NOT A TIME TO PANIC ... THE 4TH INDUSTRIAL REVOLUTION IS HAPPENING RIGHT NOW Exclusive Dan Ives Dan Ives Interview - SpaceX and Tesla will merge?!?! - We're in year 3 of a 8 to 10 year buildout and the market is pricing Nvidia like its year 7 - Autonomy and Humanoid Robots are real ... Your 8-year-old won't need a driver's license because of Autonomy Shoutout to Tannor Manson for Co-hosting (Bookmark this post ... clippers feel free to take clips from the video and post it 🫡)

Evan

168,357 views • 3 months ago

MUST WATCH!!!! John Preskill John Preskill- the world's leading authority on quantum computing - sits down with Brian Greene in an interview from just two months ago. Expect major drawdowns in the hype-driven names: $IONQ $RGTI $LAES $QUBT $QBTS Preskill, who serves as Director of Caltech’s Institute for Quantum Information and Matter (IQIM), was also named 2025 Academic Pioneer in Quantum by the Quantum World Congress. Key takeaways from his remarks: “A realistic timeline for quantum computing is 20 years.” “He has amplified the hype around quantum supremacy” This is a reality check, and it’s going to hit hard. Full interview available now on YouTube.
3:49

MUST WATCH!!!! John Preskill John Preskill- the world's leading authority on quantum computing - sits down with Brian Greene in an interview from just two months ago. Expect major drawdowns in the hype-driven names: $IONQ $RGTI $LAES $QUBT $QBTS Preskill, who serves as Director of Caltech’s Institute for Quantum Information and Matter (IQIM), was also named 2025 Academic Pioneer in Quantum by the Quantum World Congress. Key takeaways from his remarks: “A realistic timeline for quantum computing is 20 years.” “He has amplified the hype around quantum supremacy” This is a reality check, and it’s going to hit hard. Full interview available now on YouTube.

Common Sense Investor (CSI)

67,926 views • 9 months ago

This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?
2:22

This Google insider just revealed what AI is actually being used for behind closed doors. It has nothing to do with chatbots. Mo Gawdat was a senior executive at Google for over a decade. He watched AI get built from the inside. He was in the rooms, in the labs, in the government meetings in China that almost no Western executive was allowed into. And he just went on Diary of a CEO and said things that no active tech executive would ever be allowed to say publicly: "What the general public sees about AI is overhyped but ineffective. What the real geeks see inside the lab is genuinely world-changing." The public gets chatbots and AI-generated videos while the labs are building autonomous weapons systems, military targeting technology, real-time surveillance infrastructure, and self-improving code that rewrites itself every microsecond without human oversight. As Mo put it: "As we speak, we are living in two major wars where AI is doing most of the killing." He talked about Palantir's CEO Alex Karp openly celebrating how his targeting technology identifies and eliminates people. He talked about the next generation of autonomous weapons costing $20,000 each, meaning any government with a $50 billion defense budget can literally rain drones on every corner of the planet. And as you remember, Anthropic was offered a $500 million military contract to allow their AI to be used for human targeting and surveillance. They refused and walked away from the money. OpenAI took the contract the following week. Mo's response: "You have to start observing who is actually behaving in a way that makes AI work for humanity, and who is behaving in a way that makes AI work for their share price." Now this is where it gets really interesting... In Mo's documentary Chasing Utopia, Altman literally says directly on camera: "I suspect that AI is likely going to end humanity, but we're going to create a lot of interesting companies in the process." That is the CEO of the most powerful AI company on Earth saying that he suspects his OWN technology will end the human race and then shrugging it off because the business opportunity is too good to pass up. Mo's prediction for the next decade: War, economic collapse, mass unemployment, surveillance expansion, and an absolute concentration of power at the top unlike anything in modern history. His prediction after that is if humanity survives the next 10 years, AI will eventually create a world of abundance where intelligence solves every problem we currently face. But the path between here and there is what terrifies him. And the men building the technology know exactly what they're doing. Do you think he's just exaggerating for attention, or is there truth in this?

Ricardo

197,369 views • 1 month ago

Breaking: Scott Aaronson - the world’s leading theorist in quantum computing - openly pushed back on the $IONQ bulls on X, even laughing at claims that now is the time to buy! He has not reversed his stance, and remains clear - we are not getting a fault-tolerant quantum computer in the next few years! In my view, $IONQ is still a generational short. Retail investors should be extremely cautious here in falling for the hype. The stock has already collapsed 60% from October highs.
1:12

Breaking: Scott Aaronson - the world’s leading theorist in quantum computing - openly pushed back on the $IONQ bulls on X, even laughing at claims that now is the time to buy! He has not reversed his stance, and remains clear - we are not getting a fault-tolerant quantum computer in the next few years! In my view, $IONQ is still a generational short. Retail investors should be extremely cautious here in falling for the hype. The stock has already collapsed 60% from October highs.

Common Sense Investor (CSI)

19,053 views • 5 months ago

🚨🇺🇸 WEDBUSH ANALYST: "THE TIME'S RIGHT" FOR SPACEX TO GO PUBLIC... VALUATION "APPROACHING A TRILLION DOLLARS" Wedbush analyst Dan Ives predicted SpaceX will go public in 2026 with a potential valuation near $1 trillion, calling it an "inflection point" as the U.S. leads China in tech for the first time in 30 years: "The time's right. Valuation could approach a trillion dollars. We're in year three of an eight to ten year buildout in terms of the AI Revolution. For the first time in 30 years, U.S. is ahead of China when it comes to tech. SpaceX is at an inflection point. It's the right time. We are in two more years of this tech bull market. We're gonna see more of these great private companies going public." If SpaceX goes public at $1 trillion, that's bigger than every defense contractor combined. Elon would control the world's most valuable car company, social media platform, AI firm, and aerospace company. That's not a portfolio, that's an empire. Source: CNBC / Elon Musk Dan Ives
0:52

🚨🇺🇸 WEDBUSH ANALYST: "THE TIME'S RIGHT" FOR SPACEX TO GO PUBLIC... VALUATION "APPROACHING A TRILLION DOLLARS" Wedbush analyst Dan Ives predicted SpaceX will go public in 2026 with a potential valuation near $1 trillion, calling it an "inflection point" as the U.S. leads China in tech for the first time in 30 years: "The time's right. Valuation could approach a trillion dollars. We're in year three of an eight to ten year buildout in terms of the AI Revolution. For the first time in 30 years, U.S. is ahead of China when it comes to tech. SpaceX is at an inflection point. It's the right time. We are in two more years of this tech bull market. We're gonna see more of these great private companies going public." If SpaceX goes public at $1 trillion, that's bigger than every defense contractor combined. Elon would control the world's most valuable car company, social media platform, AI firm, and aerospace company. That's not a portfolio, that's an empire. Source: CNBC / Elon Musk Dan Ives

Mario Nawfal

117,685 views • 7 months ago

🚨 QUANTUM COMPUTING: THE NEXT TECH GOLD RUSH Quantum computing (QC) is about to blow up the tech world. Think of it as AI on steroids—but here’s the kicker: the entire U.S. quantum sector is worth less than Dogecoin. Imagine buying Bitcoin at $500. That’s where QC is today. Regular computers process in 1s and 0s. QCs use qubits, which can be 1, 0, or both at the same time (superposition). Translation? They solve ridiculously complex problems insanely fast. Google recently ran a calculation on its quantum chip in 5 minutes that would take the world’s fastest supercomputer 10 septillion years to complete. Yes, that’s older than the universe. Why it matters: QC isn’t just a cool science project—it’s a game-changer: Medicine: Design drugs in weeks, not years. Finance: Smarter investments, faster decisions. AI: Supercharges AI, making today’s breakthroughs look tiny. McKinsey predicts QC will add trillions to the economy in the next decade. Entire industries will be rewritten. We are closer than most people think. Quantum startups are already hitting 10 qubits, aiming for 100 in 2 years and thousands in 5 years. QC is already solving real problems in medicine, defense, and finance, and platforms like AWS and Google let you rent quantum power right now. Here’s the wild part: the entire U.S. quantum sector is trading for less than a meme coin. Meanwhile, China is outspending the U.S. 5 to 1 in quantum development. Legislation like the Quantum Leadership Act is injecting billions into R&D, but QC’s “ChatGPT moment”—where its potential becomes undeniable—is just 2-3 years away. The upside here is massive. QC isn’t just going to change industries—it’s going to flip them on their heads. When its moment comes, the repricing will be fast and brutal. The clock is ticking. Source: Charles Edwards
0:59

🚨 QUANTUM COMPUTING: THE NEXT TECH GOLD RUSH Quantum computing (QC) is about to blow up the tech world. Think of it as AI on steroids—but here’s the kicker: the entire U.S. quantum sector is worth less than Dogecoin. Imagine buying Bitcoin at $500. That’s where QC is today. Regular computers process in 1s and 0s. QCs use qubits, which can be 1, 0, or both at the same time (superposition). Translation? They solve ridiculously complex problems insanely fast. Google recently ran a calculation on its quantum chip in 5 minutes that would take the world’s fastest supercomputer 10 septillion years to complete. Yes, that’s older than the universe. Why it matters: QC isn’t just a cool science project—it’s a game-changer: Medicine: Design drugs in weeks, not years. Finance: Smarter investments, faster decisions. AI: Supercharges AI, making today’s breakthroughs look tiny. McKinsey predicts QC will add trillions to the economy in the next decade. Entire industries will be rewritten. We are closer than most people think. Quantum startups are already hitting 10 qubits, aiming for 100 in 2 years and thousands in 5 years. QC is already solving real problems in medicine, defense, and finance, and platforms like AWS and Google let you rent quantum power right now. Here’s the wild part: the entire U.S. quantum sector is trading for less than a meme coin. Meanwhile, China is outspending the U.S. 5 to 1 in quantum development. Legislation like the Quantum Leadership Act is injecting billions into R&D, but QC’s “ChatGPT moment”—where its potential becomes undeniable—is just 2-3 years away. The upside here is massive. QC isn’t just going to change industries—it’s going to flip them on their heads. When its moment comes, the repricing will be fast and brutal. The clock is ticking. Source: Charles Edwards

Mario Nawfal

1,870,630 views • 1 year ago

🤯Alex Karp (Palantir) tells the public that AI is dangerous. He tells his shareholders they get to kill people, and he hopes they're enjoying it as much as he is. Karp is the CEO of Palantir, a company Del and Jefferey have covered before, including its technology known as the "kill chain." In public interviews, he is measured and careful. He acknowledges that AI will disrupt every aspect of how we live, that it shifts economic power away from college-educated democratic voters toward vocationally trained working-class men, and that these technologies are dangerous to society. The only justification he offers for building them anyway is that if the US doesn't, adversaries will. That's the sober public version of Alex Karp. At a shareholder meeting, he told investors: "Palantir is here to disrupt and make the institutions we partner with the very best in the world, and when it's necessary to scare our enemies and, on occasion, kill them, we hope you're in favor of that. We're really happy and very, very focused on what we're doing." Del's translation: "We get to kill people. Have that cherry on top." Del and Jefferey discuss 👇
1:41

🤯Alex Karp (Palantir) tells the public that AI is dangerous. He tells his shareholders they get to kill people, and he hopes they're enjoying it as much as he is. Karp is the CEO of Palantir, a company Del and Jefferey have covered before, including its technology known as the "kill chain." In public interviews, he is measured and careful. He acknowledges that AI will disrupt every aspect of how we live, that it shifts economic power away from college-educated democratic voters toward vocationally trained working-class men, and that these technologies are dangerous to society. The only justification he offers for building them anyway is that if the US doesn't, adversaries will. That's the sober public version of Alex Karp. At a shareholder meeting, he told investors: "Palantir is here to disrupt and make the institutions we partner with the very best in the world, and when it's necessary to scare our enemies and, on occasion, kill them, we hope you're in favor of that. We're really happy and very, very focused on what we're doing." Del's translation: "We get to kill people. Have that cherry on top." Del and Jefferey discuss 👇

The HighWire

13,174 views • 4 months ago

Gavin Baker: "which AI company actually survives? Google - already multi-trillion Microsoft, OpenAI, Meta chose open source - the only ones left is xAI and Anthropic - xAI + X will be worth over a trillion" this is him explaining what he actually invests in - and why Taiwan sells sand to Nvidia for $700 that Nvidia sells for $50,000 His words: what to invest in: "we're investing in things that increase the GPU utilization rate - because if you take a GPU from 30% utilized to 60%, you've doubled the output of that AI factory" what not to Invest in: "the models will basically go to zero - the data center is a commodity - energy might be short for a while but is also a commodity - the only thing in the whole stack with real value is the data moat and reinforcement learning" "the GPU has gotten 50 times faster in the last four years - that's a big part of why we're living through this AI revolution" he doesn't rent intelligence - he owns the thing it runs on bookmark & watch - see how below with local agent ↓
13:10

Gavin Baker: "which AI company actually survives? Google - already multi-trillion Microsoft, OpenAI, Meta chose open source - the only ones left is xAI and Anthropic - xAI + X will be worth over a trillion" this is him explaining what he actually invests in - and why Taiwan sells sand to Nvidia for $700 that Nvidia sells for $50,000 His words: what to invest in: "we're investing in things that increase the GPU utilization rate - because if you take a GPU from 30% utilized to 60%, you've doubled the output of that AI factory" what not to Invest in: "the models will basically go to zero - the data center is a commodity - energy might be short for a while but is also a commodity - the only thing in the whole stack with real value is the data moat and reinforcement learning" "the GPU has gotten 50 times faster in the last four years - that's a big part of why we're living through this AI revolution" he doesn't rent intelligence - he owns the thing it runs on bookmark & watch - see how below with local agent ↓

bodila

277,058 views • 2 days ago

Trump just flatly stated he believes $IBM stock is "gonna go up a lot more." While the retail crowd treats this like a passing headline, the smart money recognizes the administration is signaling the ultimate national champion of the post-silicon era. This is not empty rhetoric. The Commerce Department recently finalized a massive two billion dollar quantum computing package where the federal government is taking direct equity stakes in critical domestic infrastructure. $IBM single-handedly locked down half of that entire allocation. The company is taking its one billion dollar federal award and matching it with one billion of its own cash to spin off Anderon, a standalone pure-play quantum wafer foundry in Albany. When the state takes a literal equity position on your cap table and the president publicly backs the stock, traditional valuation models become completely obsolete. $IBM is not a slow-moving legacy enterprise play anymore. It has been designated as a state-underwritten chokepoint that will control the foundational fabrication rules and standards for the next century of computing. With fifteen billion dollars in annual free cash flow, $IBM never needed government survival capital. This is a calculated geopolitical alliance to monopolize the quantum supply chain before foreign adversaries can even close the gap. The structural bottleneck has been chosen, and the institutional re-rating is just getting started. NFA, do your own DD
0:33

Trump just flatly stated he believes $IBM stock is "gonna go up a lot more." While the retail crowd treats this like a passing headline, the smart money recognizes the administration is signaling the ultimate national champion of the post-silicon era. This is not empty rhetoric. The Commerce Department recently finalized a massive two billion dollar quantum computing package where the federal government is taking direct equity stakes in critical domestic infrastructure. $IBM single-handedly locked down half of that entire allocation. The company is taking its one billion dollar federal award and matching it with one billion of its own cash to spin off Anderon, a standalone pure-play quantum wafer foundry in Albany. When the state takes a literal equity position on your cap table and the president publicly backs the stock, traditional valuation models become completely obsolete. $IBM is not a slow-moving legacy enterprise play anymore. It has been designated as a state-underwritten chokepoint that will control the foundational fabrication rules and standards for the next century of computing. With fifteen billion dollars in annual free cash flow, $IBM never needed government survival capital. This is a calculated geopolitical alliance to monopolize the quantum supply chain before foreign adversaries can even close the gap. The structural bottleneck has been chosen, and the institutional re-rating is just getting started. NFA, do your own DD

Vaelis

164,751 views • 2 months ago