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

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22 күн бұрын

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: 62

@kun00 20 күн бұрын

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

@bpmotion 19 күн бұрын

I wouldn't bet against Apple.

@stuartwilson1190 19 күн бұрын

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

@bpmotion 19 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 17 күн бұрын

With Apple team up with open ai ? Potential is huge

@stuartwilson1190 17 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

@iammuzan 19 күн бұрын

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

@ayushsharma9036 20 күн бұрын

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

@shyamfootprints972 19 күн бұрын

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

@jjmorg1347 19 күн бұрын

He doesn't know shight from shine-ola.

@veronica2764 15 күн бұрын

you don't know what you talking about!!

@dvidedmindz 20 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.

@kamenidriss 20 күн бұрын

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

@user-ij9bs9ke9j 20 күн бұрын

truth. the gimmick is just that.

@luksdoc 20 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.

@Ronnieleec 20 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 20 күн бұрын

Google is at least a decade behind

@Ronnieleec 20 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 20 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 20 күн бұрын

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

@SheriffUSA 20 күн бұрын

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

@super_hero2 20 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 20 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 20 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 20 күн бұрын

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

@vpwl 20 күн бұрын

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

@maragia2009 19 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?

@thisguy73 19 күн бұрын

When you match the background screen....

@CouchInvestor 19 күн бұрын

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

@maragia2009 19 күн бұрын

The man is comical😂😂😂😂😂. Comedy show.

@pathflight9803 20 күн бұрын

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

@8Trails50 20 күн бұрын

What ai potential? Siri has sucked for years

@M3W3 19 күн бұрын

Nice jacket 💚

@alphar9539 20 күн бұрын

What?

@jjmorg1347 19 күн бұрын

This Dan Ives is truly a clown.

@jrami223 20 күн бұрын

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

@matthewlloyd7908 20 күн бұрын

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

@squiggy18 16 күн бұрын

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

@h-e-acc 19 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.

@nfuryboss 20 күн бұрын

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

@ccca2035 20 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 20 күн бұрын

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

@8a1ad61b 20 күн бұрын

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

@maalikserebryakov 19 күн бұрын

Blackpill

@anzatzi 20 күн бұрын

Skeptical consumer AI amounts to anything--show me?

@dv727 20 күн бұрын

This guy,,,,,LOL

@prolific1518 20 күн бұрын

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

@Bobby.Kristensen 14 күн бұрын

Has he heard of Android?

@illegalsmirf 20 күн бұрын

This guy forgot to put his clown nose on

@donovan1333 16 күн бұрын

they have google ai assistant no? apple gonna be behind

@aguyinavan6087 20 күн бұрын

GME HODL

@keto6789 20 күн бұрын

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

@LeeWoods 16 күн бұрын

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

@user-hi4nt9sb5j 20 күн бұрын

Lol apple going to 300 after wwdc

@jasonhutchinson8060 18 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.