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

Models Versus Data: Two Leading Plays

ChatGPT and Perplexity lead but play different roles: ChatGPT has scale and capital, Perplexity excels as a model.
Perplexity will likely need a partner since long-term value is in data integration, not model alone.

INSIGHT

Adoption Is Nascent And Concentrated

Only a small fraction of enterprises have begun AI adoption, with Europe and much of Asia far behind.
Big tech CapEx and balance sheets are fueling the current AI build-out globally.

ADVICE

Avoid Overregulation That Chases Startups

Regulators and overregulation can drive startups away from a region.
Policymakers should balance privacy with innovation to keep talent and startups local.

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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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