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New pod with the legend @DivesTech is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: https://t.co/FicMOtmpTh Spotify: https://t.co/3C6wG5O28B Apple: https://t.co/eEN9jIJuli TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts