Bloomberg Surveillance

Single Best Idea with Tom Keene: Ives and Munster

Jul 3, 2024
Guest
Gene Munster
Guest
Dan Ives
Tech analysts Dan Ives and Gene Munster discuss the AI boom, market trends, Tesla's growth, Apple's AI dominance, and regulatory policies in Europe. They predict future winners in the tech industry and explore long-term trends across various sectors.
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Episode notes
1
Intro
00:00 • 3min
2
The Rise of Tech Giants in the AI Era
02:58 • 11min
3
Market Trends, Independence for Firms, and the Role of AI in Tesla's Growth
14:23 • 3min
4
Tesla's Autonomy, Elon Musk, and Apple's AI: A Tech Industry Perspective
16:58 • 11min
5
Exploring Apple's Strategic Position in the Artificial Intelligence Market
27:42 • 4min
6
Impact of AI on Companies and Regulatory Policies in Europe
31:21 • 9min
7
Predicting Future Tech Industry Winners and Long-Term Trends
39:58 • 4min