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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And I think that's just such an important point where we are.
Yeah, people in glass houses shouldn't throw stones, right?
And I think just the reality is the models are built off content.
I think when it comes from a model perspective, what China's doing, it's smart.
Because, look, they also have, like, one hand tie behind their back.
They don't have NVIDIA chips.
But even if you do, you have a, call it a third-rate Nvidia chip.
I mean, you have Huawei, you have some, you know, obviously some competition there.
But the models need to get smarter and smarter.
And I think what you've seen with the Gemini delay, look, Gemini's come, you know, they've fallen back a bit.
But I think that's why it speaks to the pressure, CapEx, raising capital.
This arms race, it is not slowing down its third inning.
Well, I think the issue, if you go back to what Zuckerberg and Mehta with Llama, I mean, Llama called that like a shot at that from like an open source perspective.
You know, that was one way I think they realized like back to the drawing board.
I think Nvidia and Jensen, their view is, okay, we'll do an open source model.
We don't, because that's not their game.
Like their game is like, we'll create one.
That's fine because it's better for the industry.
It goes back to like more open source, more people using it, models are cheaper.
Look, the biggest issue when it comes to anthropic and open AI, a lot of it just comes down.
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