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 that's what these companies are doing.

And look, investors, some will say, I'm done.

No mas.

I don't want to see this free cash.

I want to see them pull back.

But it comes back to, like, 2022.

Jensen, why are you spending on AI?

You're a gaming GPU company.

Like, go back to, like, 2008 financial crisis.

Apple, you released the iPhone.

It was great in 2007.

Now, with the financial crisis, why would you continue to double down here?

Everyone has BlackBerrys.

Let's just focus back on your core.

Nadella, why go after cloud?

You're not a cloud company.

Just focus on Nokia and the traditional Microsoft.

Like I'm just saying, you could go back to decades and there were companies, they went through gut check periods.

That's what the industry's going through right now.

But then to that point, if they were wrong by this point in the cycle,

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