I sat down with Dan Ives (@DivesTech) to discuss 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 AI. YouTube: https://youtu.be/ScBFACE6OOU?si=6Um8lkWSNCh87lz6 Apple: https://podcasts.apple.com/us/podcast/is-ai-taking-money-attention-away-from-bitcoin-dan-ives/id1434060078?i=1000768805472 Spotify: https://open.spotify.com/episode/2xIzGAmPsmfIYVSh7DcLsB?si=cbpCfHs9RMW4P1hcohzoYw TIMESTAMPS: 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(Anthony Pompliano 🌪)