Bloomberg Talks Dan Ives Talks Apple's "BlackBerry Moment"
Aug 11, 2025
Dan Ives, the global head of tech research at Wedbush Securities, delivers crucial insights into Apple's current struggles in the AI race. He suggests that Apple is experiencing a 'BlackBerry moment,' watching competitors leap ahead while it remains stagnant. Ives emphasizes the urgency for Apple to innovate, potentially through strategic acquisitions. He also discusses the importance of fresh leadership and the implications of emerging market dynamics, particularly in China, on Apple's future and stock performance.
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Mrs. Keene Buys Dan Ives Merch
- Tom Keene jokes Mrs. Keene overspent and then bought Dan Ives Snow Milk merch with limited sizes.
- The segment illustrates the show's lighthearted banter before the Apple discussion.
Apple Missing The AI F1 Race
- Dan Ives warns Apple is missing the AI "F1 race" and watching competitors lead.
- He says Apple risks falling behind without rapid external moves.
Act In Four-To-Six Months
- Dan Ives says Apple must execute a major AI move within four to six months to stay relevant.
- He urges acquisitions because internal development won't close the gap quickly.