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Apple Needs to Do an AI Acquisition, Says Dan Ives

Wedbush Head of Tech Research Dan Ives says Apple is so far behind in artificial intelligence development that it needs to make an acquisition to catch up. Ives joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg…

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Wedbush Head of Tech Research Dan Ives says Apple is so far behind in artificial intelligence development that it needs to make an acquisition to catch up. Ives joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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17 Comments

17 Comments

  1. @johnphillip9013

    August 14, 2025 at 2:48 pm

    Please stop pushing this snake oil sales man

  2. @Visualization1

    August 14, 2025 at 3:00 pm

    This guy really doesn’t know what he is talking about. most AI companies still haven’t figured out how to make real money.
    They’re burning cash on massive infrastructure, struggling to scale beyond pilots, and clinging to hype-driven pricing.
    Even the biggest players are still in the red, experimenting with ads and subscriptions just to survive. If you look at apples plan, you can clearly see how they will make money from it. Something he clearly fails to see.

  3. @pauldannelachica2388

    August 14, 2025 at 3:01 pm

    That’s true

  4. @ToughLuckStudio

    August 14, 2025 at 3:15 pm

    He says this every day bro

  5. @Jnoel608

    August 14, 2025 at 3:24 pm

    Apple isn’t an AI company. It’s a hardware company. They don’t do Cloud Storage. Apple Makes good phones and computers and that’s it. Why should they have to do AI. You’re gonna need a phone or computer to interact with AI anyways.

    • @preciousvincent1329

      August 14, 2025 at 4:22 pm

      Yes you need a computer and phone, until you don’t, innovation on AI will wipe them out

    • @marcvandervelsen

      August 14, 2025 at 5:00 pm

      It’s not a hardware company at all, it’s a mix. I don’t know where you got this nonsense.

  6. @ingolf1980

    August 14, 2025 at 3:25 pm

    If I didn’t already own Nvidia, AMD and Tesla’s stocksI would be tired of hearing of AI stocks by now😁😁

  7. @kuze8628

    August 14, 2025 at 3:35 pm

    i ‘ve never heard of Dan Ives… well he makes a lot of sense assumed they can make an acquisition… but what can be bought on the market? google? the CCP? haha… apple is cooked haha.

  8. @craiggmelville

    August 14, 2025 at 3:53 pm

    Dan Ives appears to have limited understanding of technology, and even less when it comes to artificial intelligence. He treats world models as the be-all and end-all of the field, and talks about reaching a ‘digital god’ – largely because he’s bought into Altman’s sales pitch. He name-drops Microsoft, OpenAI, and Meta straight from the script. But Microsoft is simply licensing OpenAI’s technology, and Meta isn’t doing much with their models that’s genuinely moving the needle – especially when you consider their spending and losses.

  9. @craiggmelville

    August 14, 2025 at 3:59 pm

    None of the models are a one size fits all solution in the LLM game, Apple placing these models in a siloed place and integrating via internal agent’s will be the solution in this space. I wonder why he name dropped Meta over Google, when in real terms Meta are not really at the table?

  10. @VBass1000

    August 14, 2025 at 5:10 pm

    this guy has a stick up his @ss… Apple is King

  11. @markjakker

    August 14, 2025 at 5:21 pm

    ETs said Homer Simpson is telling people he’s waiting on her. Meanwhile he’s using mc to prevent her from giving me my documents

  12. @80-80.

    August 14, 2025 at 5:39 pm

    Well, so far, l’m happy using ChatGPT on my iPhone, and I’m not going to switch to an Android, a Microsoft phone, or a META phone anytime soon.

  13. @edwijaranakulaph.d.2010

    August 14, 2025 at 6:03 pm

    Dan Ives seems to have no clue about Apple. Bloomberg should have Mark Gurman debate with him about Apple’s strategy!

  14. @kurohito7362

    August 14, 2025 at 6:26 pm

    Dan Ives is an English teacher lmao 😂😂. Who is booking this guy to talk about technology Bloomberg I am disappointed in you all.

  15. @3monsterbeast

    August 14, 2025 at 7:05 pm

    I’m starting to believe Dan Ives has a stake in Perplexity, can any one confirm?

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

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00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
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00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
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00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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