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
The reality is that each, you're going to see specific, they could be using the same model, but there's going to be so many specifications and so many different mousetraps that they build.
That's what's going to separate you from him or her or whatever it may be.
And I think the reality is, is that that's more and more what companies are realizing.
The proprietary data workflow and what I'll call the model enhancements or maybe algorithms that are specific to companies, whether it's financials, industrial, manufacture, go back to manufacturing.
You take company A and B, they're using the same model.
The reality is, what's the differentiation if they're using the same model?
It's going to be the proprietary nature.
And what that's going to do, it's going to create more companies.
But it goes back to, like, it is an innovation boom that's happening in this country.
And I just think it's something where we're going to look back years from now and be like, wow, that was...
just to be... I didn't realize that A, B, and C was gonna happen.
I think that's what makes it such an exciting time, but it's also the tug of war that we see between CapEx and modernization.
Look, my view is like they're making 10 year, 20 year bets.
Now, granted, they've had to take out little debt, do some equity raises, Alphabet and some others, yeah.
But they recognize... See, the difference is, the reason CapEx is not getting ultimately cut or you're not seeing hesitation, as they talk to more of their enterprises, more of their companies, they realize...
what the pipeline's going to look like.
Now, of course, Oracle being, like, maybe, like, the poster child for this, like, took on more and more debt.
Stock obviously got crushed because of OpenAI 300 billion, call it another 300 billion of deals.
So you're like, where is the breaking point where companies need to ultimately peel back?
I just think it's one where we are talking about an 18 to 24-month period that will ultimately set the stage for the next decade.
Showing 101–120 of 334 · page 6 of 17
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