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

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  • Опубліковано 13 тра 2024
  • 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.

КОМЕНТАРІ • 60

  • @kun00
    @kun00 16 днів тому +30

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

    • @bpmotion
      @bpmotion 15 днів тому +7

      I wouldn't bet against Apple.

    • @stuartwilson1190
      @stuartwilson1190 15 днів тому

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

    • @bpmotion
      @bpmotion 15 днів тому

      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 днів тому

      With Apple team up with open ai ? Potential is huge

    • @stuartwilson1190
      @stuartwilson1190 13 днів тому

      @@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
    @ayushsharma9036 16 днів тому +33

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

    • @shyamfootprints972
      @shyamfootprints972 16 днів тому

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

    • @jjmorg1347
      @jjmorg1347 15 днів тому

      He doesn't know shight from shine-ola.

    • @veronica2764
      @veronica2764 11 днів тому

      you don't know what you talking about!!

  • @iammuzan
    @iammuzan 15 днів тому +4

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

  • @dvidedmindz
    @dvidedmindz 16 днів тому +10

    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_hero2 16 днів тому +25

    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 днів тому +1

      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 днів тому

      ​@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 днів тому

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

  • @luksdoc
    @luksdoc 16 днів тому +6

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

  • @kamenidriss
    @kamenidriss 16 днів тому +7

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

  • @Ronnieleec
    @Ronnieleec 16 днів тому +11

    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 днів тому +2

      Google is at least a decade behind

    • @Ronnieleec
      @Ronnieleec 16 днів тому +2

      @@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 днів тому +1

      @@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 днів тому +2

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

    • @SheriffUSA
      @SheriffUSA 16 днів тому

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

  • @vpwl
    @vpwl 16 днів тому +6

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

  • @thisguy73
    @thisguy73 15 днів тому +1

    When you match the background screen....

  • @pathflight9803
    @pathflight9803 16 днів тому +2

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

  • @maragia2009
    @maragia2009 15 днів тому +2

    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
    @8Trails50 16 днів тому +2

    What ai potential? Siri has sucked for years

  • @CouchInvestor
    @CouchInvestor 15 днів тому +2

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

  • @jrami223
    @jrami223 16 днів тому +3

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

  • @maragia2009
    @maragia2009 15 днів тому +2

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

  • @squiggy18
    @squiggy18 12 днів тому

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

  • @matthewlloyd7908
    @matthewlloyd7908 16 днів тому +1

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

  • @alphar9539
    @alphar9539 16 днів тому +2

    What?

  • @h-e-acc
    @h-e-acc 15 днів тому +1

    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
    @jjmorg1347 15 днів тому +2

    This Dan Ives is truly a clown.

  • @nfuryboss
    @nfuryboss 16 днів тому +1

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

  • @M3W3
    @M3W3 15 днів тому

    Nice jacket 💚

  • @ccca2035
    @ccca2035 16 днів тому +1

    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 днів тому

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

  • @anzatzi
    @anzatzi 16 днів тому +1

    Skeptical consumer AI amounts to anything--show me?

  • @prolific1518
    @prolific1518 16 днів тому

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

  • @8a1ad61b
    @8a1ad61b 16 днів тому +2

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

  • @dv727
    @dv727 16 днів тому +4

    This guy,,,,,LOL

  • @illegalsmirf
    @illegalsmirf 16 днів тому +3

    This guy forgot to put his clown nose on

  • @Bobby.Kristensen
    @Bobby.Kristensen 10 днів тому

    Has he heard of Android?

  • @donovan1333
    @donovan1333 12 днів тому

    they have google ai assistant no? apple gonna be behind

  • @LeeWoods
    @LeeWoods 12 днів тому

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

  • @aguyinavan6087
    @aguyinavan6087 16 днів тому +1

    GME HODL

  • @jasonhutchinson8060
    @jasonhutchinson8060 14 днів тому +1

    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
    @keto6789 16 днів тому +2

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

  • @chiquita683
    @chiquita683 16 днів тому

    Short goog