Bloomberg Technology
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…
Bloomberg Technology
Google Rolls Out New AI Chips to Challenge Nvidia
Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get…
Bloomberg Technology
Menlo: Agents Now Drive 80% of Enterprise AI Usage
Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…
Bloomberg Technology
Nvidia Investor: Governance Now Part of the Valuation
Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest…
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@johnphillip9013
August 14, 2025 at 2:48 pm
Please stop pushing this snake oil sales man
@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.
@pauldannelachica2388
August 14, 2025 at 3:01 pm
That’s true
@ToughLuckStudio
August 14, 2025 at 3:15 pm
He says this every day bro
@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.
@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😁😁
@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.
@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.
@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?
@VBass1000
August 14, 2025 at 5:10 pm
this guy has a stick up his @ss… Apple is King
@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
@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.
@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!
@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.
@3monsterbeast
August 14, 2025 at 7:05 pm
I’m starting to believe Dan Ives has a stake in Perplexity, can any one confirm?