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 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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And over time, the prices will get cheaper.

It's the cost.

Because cost is the inhibitor relative to AI adoption.

So when you look at models getting cheaper, see, I'll take, like, the other side of it.

I don't view it as a negative.

I view more competition would drive prices down, which would drive adoption down.

So I think that's the broader view.

Like, if you're a bull in this market, AI revolution, chips, data center, you need the models to get cheaper.

I think you're going to have the Gooyard or whatever you want to call it, the OpenA on Anthropix.

They're going to be, they're not lowering prices.

There will be others that will come.

If you go in pocketbooks, like, yeah, we have a great, it's going to be cheaper wallets.

So when you look at Grok and when you look at what Meta's done, that's sort of been their game.

Grok, the thing is a lot of it just comes down to content, but it speaks to broader SpaceX, Tesla, what really Musk is essentially building.

Price will be, it's going to be a differentiator.

It's going to open doors.

But then it comes down to like, if you're an enterprise today, what are you looking?

I mean, you're essentially chat GPT or Claude.

And Claude has become pervasively probably the best model in the world.

It's going to be bifurcated.

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