China Exposure and Selective AI Plays

On this episode of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives of Wedbush Securities. The two of them talk all things AI, from OpenAI to Tesla & Waymo. They also discuss Apple's lack of AI strategy, where Palantir fits into everything, and why Europe seems nowhere to be found. 

00:00 - Intro
02:00 - Eightco Developments & OpenAI Authentication
06:20 - Are We In Another Industrial Revolution? Who Are the Winners & Losers?
12:22 - Apple's AI Strategy
19:33 - OpenAI Companies
27:25 - Why is Europe Nowhere To Be Found in AI?
29:25 - Tesla & Waymo
39:25 - Palantir
45:00 - Oklo
49:15 - China
53:25 - Spotify 

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