After leaving Wedbush, Dan Ives has launched a new merchant bank that he says will deliver the same research he's known for, but with people who want to innovate and grow in this "Fourth Industrial Revolution." The wide-ranging conversation touches on AI skepticism, China's role in the AI industry, and why he sees the AI industry going to heights that we may not yet be able to see. He talks to Bloomberg's Carol Massar and Tim Stenovec.