Tech's Big November Rally, Apple's Path Forward, The State of Tesla — With Dan Ives
Big Technology Podcast
12/06/23
•37m
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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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Previous Episode
Louise 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.
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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
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
Google’s Deceptive Gemini Release, More Tech Layoffs, George Santos Saves Cameo
December 8, 2023
•35m
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Google releases its Gemini large language model 2) Why Gemini is a win for Google 3) Google’s deceptive Gemini marketing campaign 4) Why Google felt compelled to exaggerate 5) Which data sets add value to LLMs after the commodify 6) Spotify lays off 1,500 6) The economy is still on shaky footing, especially for companies with prolonged covid hangovers 7) George Santos may just save Cameo
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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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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