The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27

32 snips

Sep 29, 2025

Dan Ives, a technology analyst at Wedbush Securities, explores the AI landscape and its implications for big tech. He shares insights on AI as a transformative force in the Fourth Industrial Revolution and discusses the winners and losers emerging from this shift. Ives critiques Apple's slow AI strategy and highlights the significant investment opportunities in AI-driven companies. He compares Tesla's and Waymo's approaches to autonomy, while also addressing Europe's challenges in adopting AI due to regulatory issues.

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INSIGHT

AI As A Fourth Industrial Revolution

Dan Ives calls AI a fourth industrial revolution driving unprecedented enterprise and consumer change.
He compares today's AI infrastructure build-out to building Las Vegas or Dubai in empty land.

INSIGHT

Winners: Infra; Losers: Traditional IT

Winners today are infrastructure and hardware plays like NVIDIA and CoreWeave.
Losers include traditional IT services and some incumbent software companies facing AI-driven disruption.

ADVICE

Make AI Your Go-To Sales Message

CIOs will prioritize AI solutions over non-AI alternatives when buying technology.
Vendors should focus product road maps on AI capabilities to avoid being deprioritized.

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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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