Dan Ives is the managing director and senior equity research analyst at Wedbush Securities. He joins Big Technology Podcast for a broad discussion of the state of tech today. We cover: 1) Tech's November rally 2) Whether generative AI is Big data 2.0 3) Microsoft winning 80-90% of big AI deals 4) The state of Apple 5) How analysts like Ives estimate iPhone sales 6) The state of Tesla 7) Rivian's pickup truck 8) The Cybertruck's chances 9) 2024 Predictions 10) Elon Musk's future at X 11) Bitcoin madness returns.
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Wissenschaft & Technik
Big Technology Podcast Folgen
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Alex Kantrowitz, a Silicon Valley journalist who's interviewed the world's top tech CEOs — from Mark Zuckerberg to Larry Ellison — is the host.
Folgen von Big Technology Podcast
425 Folgen
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Folge vom 06.12.2023Tech's Big November Rally, Apple's Path Forward, The State of Tesla — With Dan Ives
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Folge vom 01.12.2023ChatGPT Gets Lazy, Elon Musk Blasts Advertisers and Releases The Cybertruck, Jack Ma ReturnsLouise Matsakis is a reporter at Semafor covering AI. She joins us for our weekly discussion of the latest tech news. We cover: 1) ChatGPT getting lazy 2) The commoditization of AI companies 3) Anthropic’s unique board governance 4) Anthropic’s EA connections and the state of EA 5) Amazon’s Q chatbot 6) Elon Musk tells advertisers to F themselves 7) The drawbacks of brand safety puritanism 8) The Cybertruck is here. 9) Jack Ma appears in public for the first time in years. -- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Folge vom 29.11.2023Silicon Valley's Effective Altruist vs. Accelerationist Religious WarMolly White, Ryan Broderick, and Deepa Seetharaman join Big Technology Podcast to dive deep into the Effective Altruism (EA) vs. Effective Accelerationism (e/acc) debate in Silicon Valley that may have been at the heart of the OpenAI debacle. White is a crypto researcher and critic who writes Citation Needed on Substack, Broderick is an internet culture reporter who writes Garbage Day on Substack, Seetharaman is a reporter at The Wall Street Journal who covers AI. Our three guests join to discuss who these groups are, how they formed, how their influence played into the OpenAI coup and counter-coup, and where they go from here. -- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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Folge vom 24.11.2023OpenAI's 'Worrying' Q-Star Breakthrough, Google's Culture Problem, Crypto After CZ & SBFMalcolm Ethridge is the executive vice president at CIC Wealth a CNBC Contributor, and the host of the Tech Money Podcast. He joins for our weekly discussion of the latest tech news. We cover: 1) OpenAI's 'worrying' Q* breakthrough 2) Whether Sam Altman is in danger of being fired again 3) Where's Google Gemini? 4) Google's culture struggles 5) Binance CEO CZ pleads guilty 6) Is Binance the next FTX? 7) Is Coinbase toast? 8) Bitcoin's future 9) Cruise CEO Kyle Vogt's resignation 10) Is Cruise toast? 11) Jack Dorsey ends PIPs at Block 12) State of the market and how to read it. -- You can subscribe to Big Technology Premium for 50% off in our Black Friday Deal: https://www.bigtechnology.com/Friday Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com