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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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39 thoughts on “The AI Revolution – Here’s What’s Coming in 2024”

  • This will be on the Mt. Rushmore of podcasts.

  • Great interview my guys next time put the foot camera on Danny boy 😂

  • This is an amazing show. I’m not even done but I think the Dan Ives take is accurate on employee buy-in on brands. Some others are brands like ULTA, Costco and some others, choose your own. Not tech, but the same

  • I love this guy HUGE fan of Dan Ives or should we call him Mr. Apple.

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

  • 🎉 love to hear the blistering repartee mixed with conviction and fact!

  • Watching this on January 16…. Been buying APPLE stock since 2014 & my fav company, I would have loved to hear Dan Ives go more into APPLE plans for Ai why waiting etc. This has been the year of Apple bashing and it upsets me..& then today they lost supreme court antitrust case . Just want to hear more about the TRUTH i know they are not sitting back watching Microsoft and saying o well.. i know they acquired more AI startups than any other co. i know quite a bit but seems like they are being treated badly on CNBC etc etc ,, idk see this as deserved.. but def effecting share price & in many case the way many view them.. so wish you went more into depth on Apple.. and Nvdia but hope you'll be back or will speak about it on CNBC.. Rather watch this show tho! (also from 516 & 631 area codes 🤪😜😜😜😆).

  • 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

  • Great show guys. Props to Dan for mentioning retail, especially on $PLTR.

  • Dan ives great show, but so far 2024 is going against almost ALL his picks aside fromMsft and cyber. waiting for things to digest the STRONG 2023 Q3 run.

  • Now I know what became of Arthur Spicoli from Fast Times at Ridgemont High! He landed well.👍😎

  • 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

  • Great Show! Dan Ives is always entertaining and usually very positive. Not sure where he shops though. LOL Keep doing what you are doing. It's an awesome show!

  • I came to Japan in 1991, and immediately the first really good power book came out in 1992. I ordered one and was sitting on the train platform and Shibuya station using it, when an apple executive happened to pass by and he was overjoyed to see me using his new computer. He gave me his business card, I should’ve hit him up for a job, but I had a job at the time. No, it wasn’t Steve.

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

  • SHUT UP AND LET THE GUEST SPEAK!!!! Stop interrupting every 5 second….

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

  • That's a Long Island accent that Ives has? Sounds more like a SoCal surfer or something…either way whenever I hear him on CNBC I always like to mimic the way that he speaks 🤭

  • Tom Lee is referred to as the GOAT…. But he did say S&P was hitting 5000 in 2022 too…..

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

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

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