Dan Ives: We Slow Down, China Wins

Dan Ives doesn't think the AI slowdown conversation reflects what's actually happening. China isn't slowing down, the US isn't slowing down, and in his read the politicization cuts one way: slow down and China wins. He's also skeptical of where some of the calls are coming from, pointing at Anthropic and describing a get to the top floor and pull the ladder up dynamic he calls regulatory capture. Meanwhile Zuckerberg is moving to narrow the gap, and Ives doesn't think Meta's stock reaction was a coincidence. Watch the full episode powered by WOLF Financial: https://youtu.be/ZkIi0BjFzXI?si=W3jvW9oXIwMaA7zY