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

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.

[@kun00]

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

[@bpmotion]

I wouldn't bet against Apple.

[@stuartwilson1190]

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

[@bpmotion]

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]

With Apple team up with open ai ? Potential is huge

[@stuartwilson1190]

@@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]

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

[@shyamfootprints972]

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

[@jjmorg1347]

He doesn't know shight from shine-ola.

[@veronica2764]

you don't know what you talking about!!

[@iammuzan]

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

[@kamenidriss]

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

[@user-ij9bs9ke9j]

truth. the gimmick is just that.

[@dvidedmindz]

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]

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

[@luksdoc]

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

[@Ronnieleec]

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]

Google is at least a decade behind

[@Ronnieleec]

@@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]

@@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]

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

[@SheriffUSA]

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

[@thisguy73]

When you match the background screen....

[@super_hero2]

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]

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]

​@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]

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

[@pathflight9803]

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

[@maragia2009]

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]

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

[@8Trails50]

What ai potential? Siri has sucked for years

[@maragia2009]

The man is comical😂😂😂😂😂. Comedy show.

[@squiggy18]

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

[@jrami223]

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

[@matthewlloyd7908]

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

[@alphar9539]

What?

[@h-e-acc]

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]

Nice jacket 💚

[@jjmorg1347]

This Dan Ives is truly a clown.

[@nfuryboss]

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

[@ccca2035]

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]

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

[@8a1ad61b]

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

[@maalikserebryakov]

Blackpill

[@dv727]

This guy,,,,,LOL

[@anzatzi]

Skeptical consumer AI amounts to anything--show me?

[@prolific1518]

Remember this guy's company announces target upgrades on Apple while he goes on tv pumping. How is this not market manipulation?

[@illegalsmirf]

This guy forgot to put his clown nose on

[@Bobby.Kristensen]

Has he heard of Android?

[@donovan1333]

they have google ai assistant no? apple gonna be behind

[@LeeWoods]

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

[@aguyinavan6087]

GME HODL

[@jasonhutchinson8060]

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]

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

[@chiquita683]

Short goog