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

27 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.

Ask episode

AI Snips

Chapters

Books

Transcript

Episode notes

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.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

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

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.