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Single best idea and we welcome all of you, particularly off YouTube podcasts. You can go onto YouTube podcasts. It's got a killer search engine. Type in Michael Barr Boom, Type in Paul Sweeney Boom. Type in Lisa Matteo you get the whole history of Lisa Matteo as well as surveillance podcasts. Type me in, I wander up to YouTube podcasts, really impressing me with how they're distributing podcasts. And we're not Joe Rogan. He leads at the top of the page.
It's mister Rogan and all that. What we do is have conversations with people that have value and equities, bonds, currencies, commodities. And what's interesting is the technology area right now is not only should you buy or sell and vidio, you know the usual stuff, but all so it's effect on America and the more buying and selling, the more securities research of it. Here is Dan ives on the view forward on tech.
You get the popcorn the rose glops rolls out because I think mag seven, look, everything we're seeing hyper scale or is actually accelerting in terms of growth. Consumer from a digital app perspective, is continues to be rebound and that strong for Meta Google and others, And despite some of the DJA anti trust words, and I think when it comes to Apple, despite all the noise, I think iPhone demand's gonna be strong to expect to go into December.
And this is just the start of the AI revolution coming to Krupatino, especially as they get rolled out in China and April.
Danives of web Bush with a more philosophical view, and of course I mean he's got an etf out on technology loop Loup, but Gene Munster just after and I should digress and say that Paul Sween and I did a wonderful panel yesterday a set of panels for enter Agrana and man Deep Singh for Bloomberg Intelligence on artificial intelligence. So we took the big view. Here's Gene Monster of Deep Water on AI in year twenty twenty five.
We're in what is going to be the most I think, exciting year and innovation over the last fifty years. And it's hard to really put language on it to capture what the concept of infinite intelligence or close to infinite intelligence at almost no cost means for humanity, and so as someone who has been around for the Internet and saw the boom and bust of that, I think this
is going to be more significant. And I think that next year, if you think about the markets, I've been talking about this three to five year bull market, and so we're going to say we got a two to four more years. It's going to end in a spectacular bursting of the bubble. But I think next year, from just a broader market perspective, I think we're going to see another incredible year, and I think that it's driven by substance around AI going from a build out to
starting to move to more applications. We saw a little bit that with Snowflake today. Of course we've seen most of the excitement around the hardware, including Nvidia, but I think we're going to start to shift to slowly see more performance in software specifically. But I'm just really excited to be alive at this time in life. It's just a really special moment.
Gene Monster of deep Water. We're handling technology too as we can, and for us, it's the distribution of our conversations across economics, finance, investment, and international relations. Thank you for listening on your commute across America. The new digital platforms, Apple Carplate, Android Auto, Serious xm' really path breaking. Now that I look back decades at what satellite radio did it, it's extraordinary how that's sustained on other podcast services. Good
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