Tech's Big November Rally, Apple's Path Forward, The State of Tesla — With Dan Ives

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 6 December 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. -- 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: [email protected]

Transcript

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0:00.0	A leading tech analyst joins us to talk about tech's November Rally, a state of Tesla, AI, Apple, and more.
0:08.1	All that coming up right after this.
0:10.6	Hey, I'm Michael Kovnet, host of The Next Big Idea Daily.
0:14.3	The show is a masterclass in better living from some of the smartest writers around.
0:19.0	Every morning, Monday through Friday,
0:22.8	we'll serve up a quick 10-minute lesson on how to strengthen your relationships,
0:25.2	supercharge your creativity,
0:27.0	boost your productivity, and more.
0:29.1	Follow the next big idea daily
0:30.7	wherever you get your podcasts.
0:34.5	Bookin a Big Technology podcast,
0:36.4	a show for Cool Edit, N Nuisance Conversation of the Tech World
0:39.5	and Beyond. And today I am excited to welcome Dan Ives to the show. He's the managing
0:43.9	director and senior equity research analyst at Wed Bush Security. He has his finger on the pulse
0:49.1	of so many important tech companies, including Tesla and Apple. We like to go back and forth a little bit on
0:54.3	CNBC. I think I'm a little more negative on Apple, and he's pretty positive. So far, he's
0:58.4	gotten the best to me in those debates. Dan, great to have you. Welcome to the show.
1:03.0	Oh, it's great to be here. And it's just to be on with you. I think you're one of the best technology minds out there. So this is just, I'm really going forward to this.
1:13.1	Thank you, Dan.
1:13.9	And likewise, I'm reading all your notes you write prolifically about the tech world.
1:18.3	And it's always fun to talk with you on CNBC.
1:20.6	And I'm grateful that you've chosen to spend some time with us here today.
	...

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