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

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  • เผยแพร่เมื่อ 13 พ.ค. 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.

ความคิดเห็น • 60

  • @kun00
    @kun00 15 วันที่ผ่านมา +30

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

    • @bpmotion
      @bpmotion 15 วันที่ผ่านมา +7

      I wouldn't bet against Apple.

    • @stuartwilson1190
      @stuartwilson1190 15 วันที่ผ่านมา

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

    • @bpmotion
      @bpmotion 14 วันที่ผ่านมา

      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 วันที่ผ่านมา

      With Apple team up with open ai ? Potential is huge

    • @stuartwilson1190
      @stuartwilson1190 13 วันที่ผ่านมา

      @@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 15 วันที่ผ่านมา +33

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

    • @shyamfootprints972
      @shyamfootprints972 15 วันที่ผ่านมา

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

    • @jjmorg1347
      @jjmorg1347 15 วันที่ผ่านมา

      He doesn't know shight from shine-ola.

    • @veronica2764
      @veronica2764 11 วันที่ผ่านมา

      you don't know what you talking about!!

  • @iammuzan
    @iammuzan 15 วันที่ผ่านมา +4

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

  • @kamenidriss
    @kamenidriss 15 วันที่ผ่านมา +7

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

    • @user-ij9bs9ke9j
      @user-ij9bs9ke9j 15 วันที่ผ่านมา

      truth. the gimmick is just that.

  • @dvidedmindz
    @dvidedmindz 15 วันที่ผ่านมา +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.

  • @vpwl
    @vpwl 15 วันที่ผ่านมา +6

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

  • @luksdoc
    @luksdoc 15 วันที่ผ่านมา +6

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

  • @Ronnieleec
    @Ronnieleec 15 วันที่ผ่านมา +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 15 วันที่ผ่านมา +2

      Google is at least a decade behind

    • @Ronnieleec
      @Ronnieleec 15 วันที่ผ่านมา +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 15 วันที่ผ่านมา +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 วันที่ผ่านมา +2

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

    • @SheriffUSA
      @SheriffUSA 15 วันที่ผ่านมา

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

  • @thisguy73
    @thisguy73 14 วันที่ผ่านมา +1

    When you match the background screen....

  • @super_hero2
    @super_hero2 15 วันที่ผ่านมา +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 15 วันที่ผ่านมา +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 วันที่ผ่านมา

      ​@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 วันที่ผ่านมา

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

  • @pathflight9803
    @pathflight9803 15 วันที่ผ่านมา +2

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

  • @maragia2009
    @maragia2009 15 วันที่ผ่านมา +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?

  • @CouchInvestor
    @CouchInvestor 15 วันที่ผ่านมา +2

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

  • @8Trails50
    @8Trails50 15 วันที่ผ่านมา +2

    What ai potential? Siri has sucked for years

  • @maragia2009
    @maragia2009 15 วันที่ผ่านมา +2

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

  • @squiggy18
    @squiggy18 12 วันที่ผ่านมา

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

  • @jrami223
    @jrami223 15 วันที่ผ่านมา +3

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

  • @matthewlloyd7908
    @matthewlloyd7908 15 วันที่ผ่านมา +1

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

  • @alphar9539
    @alphar9539 15 วันที่ผ่านมา +2

    What?

  • @h-e-acc
    @h-e-acc 15 วันที่ผ่านมา +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 วันที่ผ่านมา

    Nice jacket 💚

  • @jjmorg1347
    @jjmorg1347 15 วันที่ผ่านมา +2

    This Dan Ives is truly a clown.

  • @nfuryboss
    @nfuryboss 15 วันที่ผ่านมา +1

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

  • @ccca2035
    @ccca2035 15 วันที่ผ่านมา +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 วันที่ผ่านมา

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

  • @8a1ad61b
    @8a1ad61b 15 วันที่ผ่านมา +2

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

  • @dv727
    @dv727 15 วันที่ผ่านมา +4

    This guy,,,,,LOL

  • @anzatzi
    @anzatzi 15 วันที่ผ่านมา +1

    Skeptical consumer AI amounts to anything--show me?

  • @prolific1518
    @prolific1518 15 วันที่ผ่านมา

    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 วันที่ผ่านมา +3

    This guy forgot to put his clown nose on

  • @Bobby.Kristensen
    @Bobby.Kristensen 10 วันที่ผ่านมา

    Has he heard of Android?

  • @donovan1333
    @donovan1333 11 วันที่ผ่านมา

    they have google ai assistant no? apple gonna be behind

  • @LeeWoods
    @LeeWoods 11 วันที่ผ่านมา

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

  • @aguyinavan6087
    @aguyinavan6087 15 วันที่ผ่านมา +1

    GME HODL

  • @jasonhutchinson8060
    @jasonhutchinson8060 13 วันที่ผ่านมา +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 วันที่ผ่านมา +2

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

  • @chiquita683
    @chiquita683 15 วันที่ผ่านมา

    Short goog