Dan Ives
speaker
334 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Dan Ives’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
The reality is like Anthropic and OpenAI, they're playing a whole different game.
No one will compare from a model perspective to where they are, especially when you think on the open source side.
I think the investors, maybe industry, everyone keeps waiting for some crack in the armor.
The reality is, is that
Look, it's a mini deep-seek moment in terms of the fears.
But, I mean, you've talked about this.
The reality is, like, Anthropic and OpenAI, they're playing a whole different game.
No one will compare from a model perspective to where they are, especially when you think on the open-source side.
I think the investors, maybe industry, everyone keeps waiting for some crack in the armor.
The reality is, is that the models will get cheaper over time.
And there's going to be...
5, 10x more models over the next few years.
The value will be in the data and the moat.
And that continues to ultimately be.
I think that's the game that Anthropic and OpenAI are playing.
That's why they're so focused on the enterprise.
That's the right move.
Models, and Karp's talked about it, will become more and more commoditized.
But for the first time in 30 years, it's not even a question.
The US is ahead of China when it comes to tech.
Showing 1–20 of 334 · page 1 of 17
Next →