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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

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

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Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
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