Google still doesn't have an answer to Apple's AI-potential, says Wedbush's Dan Ives

Dan Ives, Wedbush, joins 'Power Lunch' to discuss the latest announcements from Google's i/O event and what it means for the stock and position in the AI mega cap sector.

Пікірлер: 60

  • @kun00
    @kun0016 күн бұрын

    Apples AI-potential 😂😂😂😂, this suppose to be a joke?

  • @bpmotion

    @bpmotion

    16 күн бұрын

    I wouldn't bet against Apple.

  • @stuartwilson1190

    @stuartwilson1190

    15 күн бұрын

    Apple can’t do AI well because their privacy won’t allow it

  • @bpmotion

    @bpmotion

    15 күн бұрын

    There are ways around it, such as using synthetic data, buying data, or partnering with other companies while keeping things private for the users. @@stuartwilson1190

  • @chupp4598

    @chupp4598

    13 күн бұрын

    With Apple team up with open ai ? Potential is huge

  • @stuartwilson1190

    @stuartwilson1190

    13 күн бұрын

    @@chupp4598 stop kidding yourself Apple can’t do AI better than googles effort because it will be against their privacy policy’s. This is the same reason is why Siri is garbage because of Apple’s privacy policies

  • @ayushsharma9036
    @ayushsharma903616 күн бұрын

    Get someone who knows more about technology and AI ..not sure if this person cuts it

  • @shyamfootprints972

    @shyamfootprints972

    16 күн бұрын

    well said. Plus that annoying southern accent, drawing out words unnecessarily….

  • @jjmorg1347

    @jjmorg1347

    15 күн бұрын

    He doesn't know shight from shine-ola.

  • @veronica2764

    @veronica2764

    11 күн бұрын

    you don't know what you talking about!!

  • @iammuzan
    @iammuzan15 күн бұрын

    Apple who doesn't even have a LLM is supposed to be a threat to Google in AI. Really bro ?

  • @dvidedmindz
    @dvidedmindz16 күн бұрын

    This guy was all Google last couple of weeks then backstabs it today lmao. He only talked about Google to make people forget his huge misses on Tesla calls.

  • @super_hero2
    @super_hero216 күн бұрын

    get a guy with a technical background to talk lol. Google is ahead of OpenAI in monetizing, application, scale and they have all the ingredients to accelerate like customized AI hardware, massive data, great researchers not to mention AI partnerships.

  • @anothername2730

    @anothername2730

    16 күн бұрын

    You’re right: All the right ingredients, in massive quantities. Heck, they invented the very foundation of all the AI advancements we’ve seen. So why aren’t they squashing everyone else like a bug? Bad leadership?

  • @h.c4898

    @h.c4898

    16 күн бұрын

    ​@anothername2730 Google invented the Transforner architecture but never went through with it until OpenAI used it in real life. OpenAI has an edge on that part.

  • @anothername2730

    @anothername2730

    16 күн бұрын

    @@h.c4898 agreed, that was the point I was trying to make. 👍

  • @luksdoc
    @luksdoc16 күн бұрын

    This analyst should analyze agriculture stocks or something like that. Falling to understand that Google is actually at the forefront is beyond words.

  • @kamenidriss
    @kamenidriss16 күн бұрын

    This guy's fashion choice is making it really hard to take anything he's saying seriously

  • @user-ij9bs9ke9j

    @user-ij9bs9ke9j

    16 күн бұрын

    truth. the gimmick is just that.

  • @Ronnieleec
    @Ronnieleec16 күн бұрын

    i think Google has a lot more capabilities than open ai. i believe Apple screwed up by likely going with Open Ai. Google has seach, real time info, maps, device, photo and video expertise, consumer understanding and a lot more developers than Open Ai.

  • @chiquita683

    @chiquita683

    16 күн бұрын

    Google is at least a decade behind

  • @Ronnieleec

    @Ronnieleec

    16 күн бұрын

    @@chiquita683 I very much doubt that. Either way, I own more Microsoft than Google and Apple. I own more Nvidia than the previous three combined. I want to see all the US companies win, Tesla, Amazon and Facebook included.

  • @anothername2730

    @anothername2730

    16 күн бұрын

    @@chiquita683 the transformer model (which is the foundation on which most of the AI advancements we’ve seen are built) was only invented 7 years ago - and by Google, nonetheless. Mind you, they do seem to be falling behind. But 10 years is extreme.

  • @1345Paulh

    @1345Paulh

    16 күн бұрын

    Maybe Apple considers Microsoft less of a threat because Microsoft has no phone.

  • @SheriffUSA

    @SheriffUSA

    16 күн бұрын

    @@Ronnieleec Do you really consider Google a 'US company'?

  • @vpwl
    @vpwl16 күн бұрын

    Who uses Bing? I guess it will fit well with siri 😂

  • @thisguy73
    @thisguy7315 күн бұрын

    When you match the background screen....

  • @pathflight9803
    @pathflight980316 күн бұрын

    Don’t see chat replacing google. Just regurgitates webpages like a students essay. Why not go straight to the source

  • @maragia2009
    @maragia200916 күн бұрын

    Google is stills a leader in AI of you see the big picture. They have many models for many uses cases, AlphaFold, GnoMe, Gemini, TacticAI, AlphaGeometry, and many more. Each with different architecture and out into the real world. Open AI's products are still chatbots, and Apple is still coming to terms with the fast changes. Imagine the convergence from Google's technology for instance when they translate Google Earth and Maps to a digital twin of the world with accurate spatial understanding of even minute distances. What would be the implications?

  • @8Trails50
    @8Trails5016 күн бұрын

    What ai potential? Siri has sucked for years

  • @CouchInvestor
    @CouchInvestor15 күн бұрын

    Dan is just protecting his Apple PT. Google is miles ahead.

  • @jrami223
    @jrami22316 күн бұрын

    What? Google Ai is way advance than apple lol apple dont really have one

  • @maragia2009
    @maragia200916 күн бұрын

    The man is comical😂😂😂😂😂. Comedy show.

  • @squiggy18
    @squiggy1812 күн бұрын

    Sorry I must have missed it, but what AI Apple has so far?

  • @matthewlloyd7908
    @matthewlloyd790816 күн бұрын

    LOL did we watch the same event? Apple is sooo far behind. Google and OpenAi are leaps and bounds ahead.

  • @alphar9539
    @alphar953916 күн бұрын

    What?

  • @h-e-acc
    @h-e-acc15 күн бұрын

    But I bet Apple is wishing now that they bought OpenAI first instead of Microsoft snagging it. Had Apple made that move instead of thinking of buying that crap corpo disney, they would’ve already been ahead of AI right now and have fully integrated it to to the iphone to upgrade Siri. Instead, they wasted time and resources on Vision Pro and a planned EV car that’s already been scrapped. What a bunch of non-visionary tools.

  • @jjmorg1347
    @jjmorg134715 күн бұрын

    This Dan Ives is truly a clown.

  • @nfuryboss
    @nfuryboss16 күн бұрын

    Blast from the past...comparison Netscape --> OpenAI Microsoft --> Google

  • @M3W3
    @M3W315 күн бұрын

    Nice jacket 💚

  • @ccca2035
    @ccca203516 күн бұрын

    Once an innovation leader, Google now lags behind. Gemini feels like a me-too effort chasing GPT. As users want interactive problem-solving over link clicking, Google's search engine concept feels outdated.

  • @prolific1518

    @prolific1518

    16 күн бұрын

    Guess what buddy... Google wasn't the first search engine 🤫

  • @anzatzi
    @anzatzi16 күн бұрын

    Skeptical consumer AI amounts to anything--show me?

  • @prolific1518
    @prolific151816 күн бұрын

    Remember this guy's company announces target upgrades on Apple while he goes on tv pumping. How is this not market manipulation?

  • @8a1ad61b
    @8a1ad61b16 күн бұрын

    Hard to take a creepy bald guy wearing a green suit and blue pants seriously.

  • @maalikserebryakov

    @maalikserebryakov

    15 күн бұрын

    Blackpill

  • @dv727
    @dv72716 күн бұрын

    This guy,,,,,LOL

  • @illegalsmirf
    @illegalsmirf16 күн бұрын

    This guy forgot to put his clown nose on

  • @Bobby.Kristensen
    @Bobby.Kristensen11 күн бұрын

    Has he heard of Android?

  • @donovan1333
    @donovan133312 күн бұрын

    they have google ai assistant no? apple gonna be behind

  • @LeeWoods
    @LeeWoods12 күн бұрын

    I dont get these analysts sometimes. People will use what fits them best. Sam Altman is not trustworthy to me

  • @aguyinavan6087
    @aguyinavan608716 күн бұрын

    GME HODL

  • @jasonhutchinson8060
    @jasonhutchinson806014 күн бұрын

    Apple's AI potential? Is he being sarcastic? Get someone who knows what they are talking about. Dan is clearly on the Apple payroll. And looks like Kermit the frog.

  • @keto6789
    @keto678916 күн бұрын

    You only live once .... dress however you want! At least Dan isn't boring!

  • @chiquita683
    @chiquita68316 күн бұрын

    Short goog