Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips)

The reality is like anthropic and open AI they're playing a whole different game that no one will compare from a model perspective to where they are especially when you think on the open source side. I think the investors maybe industry everyone keeps waiting for some crack in the armor. The reality is is that what's going on guys.Today we've got a very special treat. We have Dan Ies the legend himself here in the studio. He is now the partner and senior managing director at Yorkville Ives.It's a brand new ...