WEBVTT - Single Best Idea with Tom Keene: Dan Ives & Gene Munster

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<v Speaker 1>Boom Bloomberg, Audio studios, podcasts, radio news.

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<v Speaker 2>Single best idea and we welcome all of you, particularly

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<v Speaker 2>off YouTube podcasts. You can go onto YouTube podcasts. It's

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<v Speaker 2>got a killer search engine. Type in Michael Barr Boom,

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<v Speaker 2>Type in Paul Sweeney Boom. Type in Lisa Matteo you

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<v Speaker 2>get the whole history of Lisa Matteo as well as

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<v Speaker 2>surveillance podcasts. Type me in, I wander up to YouTube podcasts,

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<v Speaker 2>really impressing me with how they're distributing podcasts. And we're

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<v Speaker 2>not Joe Rogan. He leads at the top of the page.

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<v Speaker 2>It's mister Rogan and all that. What we do is

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<v Speaker 2>have conversations with people that have value and equities, bonds, currencies, commodities.

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<v Speaker 2>And what's interesting is the technology area right now is

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<v Speaker 2>not only should you buy or sell and vidio, you

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<v Speaker 2>know the usual stuff, but all so it's effect on

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<v Speaker 2>America and the more buying and selling, the more securities

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<v Speaker 2>research of it. Here is Dan ives on the view

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<v Speaker 2>forward on tech.

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<v Speaker 3>You get the popcorn the rose glops rolls out because

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<v Speaker 3>I think mag seven, look, everything we're seeing hyper scale

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<v Speaker 3>or is actually accelerting in terms of growth. Consumer from

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<v Speaker 3>a digital app perspective, is continues to be rebound and

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<v Speaker 3>that strong for Meta Google and others, And despite some

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<v Speaker 3>of the DJA anti trust words, and I think when

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<v Speaker 3>it comes to Apple, despite all the noise, I think

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<v Speaker 3>iPhone demand's gonna be strong to expect to go into December.

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<v Speaker 3>And this is just the start of the AI revolution

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<v Speaker 3>coming to Krupatino, especially as they get rolled out in

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<v Speaker 3>China and April.

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<v Speaker 2>Danives of web Bush with a more philosophical view, and

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<v Speaker 2>of course I mean he's got an etf out on

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<v Speaker 2>technology loop Loup, but Gene Munster just after and I

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<v Speaker 2>should digress and say that Paul Sween and I did

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<v Speaker 2>a wonderful panel yesterday a set of panels for enter

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<v Speaker 2>Agrana and man Deep Singh for Bloomberg Intelligence on artificial intelligence.

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<v Speaker 2>So we took the big view. Here's Gene Monster of

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<v Speaker 2>Deep Water on AI in year twenty twenty five.

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<v Speaker 4>We're in what is going to be the most I think,

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<v Speaker 4>exciting year and innovation over the last fifty years. And

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<v Speaker 4>it's hard to really put language on it to capture

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<v Speaker 4>what the concept of infinite intelligence or close to infinite

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<v Speaker 4>intelligence at almost no cost means for humanity, and so

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<v Speaker 4>as someone who has been around for the Internet and

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<v Speaker 4>saw the boom and bust of that, I think this

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<v Speaker 4>is going to be more significant. And I think that

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<v Speaker 4>next year, if you think about the markets, I've been

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<v Speaker 4>talking about this three to five year bull market, and

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<v Speaker 4>so we're going to say we got a two to

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<v Speaker 4>four more years. It's going to end in a spectacular

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<v Speaker 4>bursting of the bubble. But I think next year, from

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<v Speaker 4>just a broader market perspective, I think we're going to

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<v Speaker 4>see another incredible year, and I think that it's driven

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<v Speaker 4>by substance around AI going from a build out to

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<v Speaker 4>starting to move to more applications. We saw a little

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<v Speaker 4>bit that with Snowflake today. Of course we've seen most

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<v Speaker 4>of the excitement around the hardware, including Nvidia, but I

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<v Speaker 4>think we're going to start to shift to slowly see

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<v Speaker 4>more performance in software specifically. But I'm just really excited

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<v Speaker 4>to be alive at this time in life. It's just

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<v Speaker 4>a really special moment.

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<v Speaker 2>Gene Monster of deep Water. We're handling technology too as

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<v Speaker 2>we can, and for us, it's the distribution of our

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<v Speaker 2>conversations across economics, finance, investment, and international relations. Thank you

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<v Speaker 2>for listening on your commute across America. The new digital platforms,

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<v Speaker 2>Apple Carplate, Android Auto, Serious xm' really path breaking. Now

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<v Speaker 2>that I look back decades at what satellite radio did it,

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<v Speaker 2>it's extraordinary how that's sustained on other podcast services. Good

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<v Speaker 2>morning on YouTube podcasts as well. This is single best

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<v Speaker 2>idea