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: https://www.dimensional.com/

More from Dan:
https://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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