Part 4/10:
He compares this period to 1996, a time that led to a prolonged bull market driven by technological advancements, rather than the speculative bubble of 1999-2000. He believes the ongoing surge is more sustainable and rooted in real technological advancements, with more tech spending expected than in the previous decade.
The Scope of the AI Revolution
Ives emphasizes that the AI revolution is far from over. Demand for AI solutions is skyrocketing, especially in use case applications across various sectors. He points out that even consumer markets are just beginning to tap into AI's potential, with autonomous robotics looming as a major future driver.