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
It's almost two sort of worlds that will play side by side together.
The models, the cross-pollination between a Chinese model and ultimately a US model in China, you're going to sort of have that cordoned off.
There are social issues.
There's capitalistic.
There's worries about government relative to on a data perspective.
It's US and China today, but as Middle East, as eventually Europe, as rest of the world, this is just, it's the beginning of what we're going to see as models.
Because I could argue two, three years from now, you go to Malaysia, they might have their own country map.
They might have it specifically to finance and industrials and others.
So then you are going to see that across the board, which is why the models are so important.
As you start to see this fourth industrial revolution, the use cases, I mean, you've seen front and center with what you're doing on the consumer side, on enterprise, all these data centers that are getting built.
It's like a stadium.
You got to fill it with people.
You got to fill it ultimately with GPU, with capacity, and with use cases.
100%.
I think that...
You know, we went through a period, and I think some of that was maybe, like, a PR problem that AI created.
But it was the view, like, anthropic, eating everyone's lunch.
I mean, even go back to, like, cybersecurity, the view, like, AI was gonna, you know, in terms of anthropic, was gonna eat cybersecurity.
The reality is cybersecurity is gonna be...
I'd say the budget's going to double over the coming years because of AI.
Showing 61–80 of 334 · page 4 of 17
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