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

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  • Опубликовано: 13 май 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.

Комментарии • 60

  • @kun00
    @kun00 16 дней назад +30

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

    • @bpmotion
      @bpmotion 15 дней назад +7

      I wouldn't bet against Apple.

    • @stuartwilson1190
      @stuartwilson1190 15 дней назад

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

    • @bpmotion
      @bpmotion 14 дней назад

      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 дней назад

      With Apple team up with open ai ? Potential is huge

    • @stuartwilson1190
      @stuartwilson1190 13 дней назад

      @@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 дней назад +33

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

    • @shyamfootprints972
      @shyamfootprints972 15 дней назад

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

    • @jjmorg1347
      @jjmorg1347 15 дней назад

      He doesn't know shight from shine-ola.

    • @veronica2764
      @veronica2764 11 дней назад

      you don't know what you talking about!!

  • @iammuzan
    @iammuzan 15 дней назад +4

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

  • @kamenidriss
    @kamenidriss 15 дней назад +7

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

  • @dvidedmindz
    @dvidedmindz 16 дней назад +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.

  • @luksdoc
    @luksdoc 16 дней назад +6

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

  • @vpwl
    @vpwl 16 дней назад +6

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

  • @Ronnieleec
    @Ronnieleec 16 дней назад +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 дней назад +2

      Google is at least a decade behind

    • @Ronnieleec
      @Ronnieleec 16 дней назад +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 дней назад +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 15 дней назад +2

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

    • @SheriffUSA
      @SheriffUSA 15 дней назад

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

  • @thisguy73
    @thisguy73 15 дней назад +1

    When you match the background screen....

  • @super_hero2
    @super_hero2 16 дней назад +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 дней назад +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 15 дней назад

      ​@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 15 дней назад

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

  • @pathflight9803
    @pathflight9803 15 дней назад +2

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

  • @maragia2009
    @maragia2009 15 дней назад +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 15 дней назад +2

    What ai potential? Siri has sucked for years

  • @CouchInvestor
    @CouchInvestor 15 дней назад +2

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

  • @maragia2009
    @maragia2009 15 дней назад +2

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

  • @squiggy18
    @squiggy18 12 дней назад

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

  • @jrami223
    @jrami223 15 дней назад +3

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

  • @matthewlloyd7908
    @matthewlloyd7908 15 дней назад +1

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

  • @alphar9539
    @alphar9539 15 дней назад +2

    What?

  • @h-e-acc
    @h-e-acc 15 дней назад +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.

  • @M3W3
    @M3W3 15 дней назад

    Nice jacket 💚

  • @jjmorg1347
    @jjmorg1347 15 дней назад +2

    This Dan Ives is truly a clown.

  • @nfuryboss
    @nfuryboss 15 дней назад +1

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

  • @ccca2035
    @ccca2035 15 дней назад +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 15 дней назад

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

  • @8a1ad61b
    @8a1ad61b 15 дней назад +2

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

  • @dv727
    @dv727 15 дней назад +4

    This guy,,,,,LOL

  • @anzatzi
    @anzatzi 15 дней назад +1

    Skeptical consumer AI amounts to anything--show me?

  • @prolific1518
    @prolific1518 15 дней назад

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

  • @illegalsmirf
    @illegalsmirf 15 дней назад +3

    This guy forgot to put his clown nose on

  • @Bobby.Kristensen
    @Bobby.Kristensen 10 дней назад

    Has he heard of Android?

  • @donovan1333
    @donovan1333 11 дней назад

    they have google ai assistant no? apple gonna be behind

  • @LeeWoods
    @LeeWoods 11 дней назад

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

  • @aguyinavan6087
    @aguyinavan6087 15 дней назад +1

    GME HODL

  • @jasonhutchinson8060
    @jasonhutchinson8060 13 дней назад +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 15 дней назад +2

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

  • @chiquita683
    @chiquita683 16 дней назад

    Short goog