A top tech strategist says the AI arms race between the US and China is setting up an unusually favorable climate for American mega-cap tech. In a new interview on the Schwab Network, Wedbush’s global head of tech research says global AI investment cycles are accelerating, with Asia demand signaling a multi-year wave of infrastructure and software upgrades. Ives says the scenario is akin to early-stage adoption and supply-constrained innovation, indicating that the AI push has a long way to go. “Investors right now are underestimating the scale and scope of the AI revolution. Look, I was just gone a…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
A leading voice in artificial intelligence says AI’s future may be powerful, but nowhere near replacing humanity’s greatest thinkers. In a new conversation with entrepreneur Peter H. Diamandis, Stanford computer science professor and AI godmother Dr. Fei-Fei Li says that while AI systems already outperform humans in narrow domains, they are still far from matching the breakthroughs of history’s towering intellectuals. She says AI may be superhuman in scale and speed, but not in its conceptual insight. “First of all, some part of today’s AI is already better than any human. For example, AI’s ability to speak many different languages,…
Artificial intelligence, or AI, is being heralded as either the Messiah or the doom-bringer for humans and society. On one hand, experts say AI will advance humanity to a point where diseases will be cured and people will live carefree lives as work becomes a choice. On the other hand, they argue that AI will take over jobs and drive society toward a future where the divide between the haves and the have-nots becomes as wide as the Grand Canyon. This post breaks down AI in plain English, illuminating the machinery behind the buzz so you can decide whether Silicon…
A veteran tech investor says the AI cycle has little in common with the dot-com era, noting that capital returns and infrastructure usage all point to a durable boom rather than a speculative blow-off. In a new discussion hosted by a16z general partner David George, Atreides Management CIO Gavin Baker says today’s AI buildout is vastly different from the 2000 internet mania. Baker first highlights the extremes of the internet speculation two decades ago, in contrast to today’s valuation environment. “I do not believe we’re in an AI bubble today. I had depending on how you look at it, the…
xAI and Tesla founder Elon Musk says the United States has no other peaceful option than to turn to AI and robotics to address its swelling national debt. In a new interview with podcaster Joe Rogan, the richest man on the planet says the US is past the point where traditional cost-cutting and incremental reform will be enough to stabilize government finances. Musk warns that the US must regulate and adopt AI and robotics quickly to avoid a situation where it is forced to subjugate other countries to keep its finances under control. “This is crazy. So even if you…
Billionaire investor Mark Cuban warns that China is deploying an AI policy that can dangerously shape how the American public thinks. In a new post on X, Cuba notes that fears over TikTok will pale in comparison to what could happen if China wins the race by building the most widely adopted AI systems. He says the real danger isn’t just technological supremacy, but the influence that could come with Chinese-built models becoming the foundation for developers, applications and everyday digital behavior in the United States. “If you thought TikTok was a manipulative [platform], you ain’t seen nothing like a…
OpenAI CEO Sam Altman says he’s had enough of critics questioning the sustainability of the AI giant’s $13 billion revenue against its $1.4 trillion spending commitments. In a new interview with Brad Gerstner on the Bg2 Pod, OpenAI chief executive Sam Altman defends the company’s aggressive spending posture and future growth path, arguing that the market continues to underestimate the scale of value creation ahead. He says the company is generating much more revenue than what headlines suggest and that demand for OpenAI shares is insatiable. “First of all. We’re doing well more revenue than that. Second of all, Brad,…
Morgan Stanley says Apple’s (AAPL) AI transition is entering a lucrative phase, with the company positioned to generate high-return revenue streams. In a new CNBC interview, Erik Woodring, managing director and equity research analyst at Morgan Stanley, says Apple’s AI strategy blends internal development with external partnerships, a structure he believes could unlock significant upside as new product cycles arrive. Woodring highlights the overlooked value of Apple’s existing distribution model in search and how that logic may transfer into AI. “Apple has made a lot of money being the distribution partner for Google search. 15% of Apple’s operating income comes…
Goldman Sachs says the world is still in the early stages of an AI-driven economic boom, highlighting that productivity gains and capital spending could scale far beyond what investors currently expect. In a new interview on CNBC, Joseph Briggs, senior global economist at Goldman Sachs, says people who spew the narrative that the AI buildout has already reached unsustainable levels are missing the big picture. “There’s this common narrative that we hear that we’re spending hundreds of billions of dollars in CapEx and that this spending is unprecedented. And that’s certainly true if you look at things in nominal dollar…
An AI-powered scam is ripping through American households, using cloned voices and urgent pleas for help to extract thousands of dollars from unsuspecting families. In Alabama, an elderly couple was targeted by criminals who mimicked their great-grandson’s voice and staged a fake emergency arrest call, reports local outlet WBRC. The call began with panic, injury and limited time, a classic pressure setup designed to override logic and trigger fast action from loved ones. Alice Boren says she picked up a call from someone pretending to be their great-grandson. “He said, ‘Mawmaw, I’m in a lot of pain. I have a…