WEBVTT - Single Best Idea with Tom Keene: Dan Ives & Drew Matus

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

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<v Speaker 2>A single best idea. Caroline I called me up and said,

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<v Speaker 2>what are you doing? Bloomberg technology? That's what it felt like,

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<v Speaker 2>Caroline Heid and Ed Ludlow always wonderful every day grinding

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<v Speaker 2>out Bloomberg technology. And we didn't do it one hundred percent.

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<v Speaker 2>We had a a real bent Todaten, Nvidia and all

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<v Speaker 2>this up. We're about AI major shot out. Jonathan Torone

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<v Speaker 2>in Vienna, Austria is expert at Bloomberg a nuclear war,

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<v Speaker 2>the processing of it, the worry about it. And he

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<v Speaker 2>was riveting today on the show about Iran and about

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<v Speaker 2>the deployment of all of our military assets across the

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<v Speaker 2>Middle East. We thank Jonathan Troon for really making some

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<v Speaker 2>effort to be on the show today. Dan I's always

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<v Speaker 2>on the show. He's in scott Sail, Arizona. Today. Life

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<v Speaker 2>is tough. Dan ives here on in videos. Results.

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<v Speaker 3>These are Michael Jordan like numbers. I mean, if you

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<v Speaker 3>look on the data center side, I mean you're talking

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<v Speaker 3>about five to seven hundred BIPs above street whisper numbers

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<v Speaker 3>into next quarter seventy percent growth, it's seventy seven percent.

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<v Speaker 3>I mean you talk about law of large numbers. It

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<v Speaker 3>doesn't apply with Nvidio, and I think as it plays out,

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<v Speaker 3>this is showing the five hundred billion they talked about

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<v Speaker 3>with Blackwell and Rubin. It's conservative, and I think his

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<v Speaker 3>numbers look out thirty percent growth next year probably goes

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<v Speaker 3>close to forty percent. And that's why I think there's

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<v Speaker 3>a stock that should be up significantly as we look

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<v Speaker 3>in the coming weeks and months.

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<v Speaker 2>Dan Ives of Wedbush Securities. Drew Manis was in today

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<v Speaker 2>with MetLife. He is wonderful, of course, formerly with Maury

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<v Speaker 2>Harris at UBS doing legit macroeconomics and market economics, now

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<v Speaker 2>looking at the entire mix of a folio four Metropolitan Life.

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<v Speaker 2>He sent me in a note before we went to

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<v Speaker 2>air that was heated on artificial intelligence and the uproar.

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<v Speaker 2>Now the fear and the panic for MetLife. Drew Madis, this.

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<v Speaker 1>Is not the AI jobs apocalypse. You know, we are

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<v Speaker 1>thinking about this the wrong way. When I came into

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<v Speaker 1>work today, I've got fifty things I want to do,

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<v Speaker 1>and if AI can help me do thirty of them right,

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<v Speaker 1>my constraint is still how many people I have working

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<v Speaker 1>for me and with me? Who can kind of engage

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<v Speaker 1>with me and discuss things with me, and how much

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<v Speaker 1>technology I have available. Right, and that's anyone anywhere. If

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<v Speaker 1>I somehow use AI to discover fifty new things about

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<v Speaker 1>the universe or my job, right, I'm going to get

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<v Speaker 1>one hundred new questions from that knowledge.

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<v Speaker 2>Drew Madis met Life. I should note that we've launched

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<v Speaker 2>this week on Bloomberg, very terminal centric. This is for

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<v Speaker 2>the Bloomberg terminal. Ask b askb askb go, which is

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<v Speaker 2>artificial intelligence summarize again all of the Bloomberg terminal world

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<v Speaker 2>into one quick look on the Bloomberg. It's getting initial response.

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<v Speaker 2>It's plus plus plus. Our podcasts are out of Apple

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<v Speaker 2>Let's Spotify on YouTube podcasts. It's single best idea.