Ian Dunlap
Market analyst and frequent Market Mondays guest who discusses technology company finances and competitive dynamics, offering analysis on revenue, profitability, and industry strategy.
Best podcasts with Ian Dunlap
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Jan 23, 2026 • 9min
Is OpenAI in Trouble? Lawsuits, Leadership & the AI Arms Race
Ian Dunlap, market analyst who breaks down tech finances and strategy. He discusses the lawsuit and IP concerns around OpenAI. He covers OpenAI’s unprofitability and the move to ads. He examines competitors like Google’s Gemini and Anthropic gaining ground. He highlights how leadership turbulence and partner dynamics shape the AI arms race.
Jan 17, 2026 • 16min
Who Will Win the AI Race? Apple, Google, Microsoft and More
Investor Ian Dunlap, known for his insights on Market Mondays, dives into the AI race among tech giants. He pinpoints 'AI indestructible' companies like SAP, Intuit, and ADP as resilient players. The discussion heats up as they debate Microsoft's looming dominance through Copilot and Azure, while ServiceNow surprises as a sleeper hit. Ian highlights Google's integration prowess, yet Rashad argues Apple’s unique vertical integration could give it an edge—if it catches up on AI investments. They also critique Tim Cook's leadership and missed AI opportunities, echoing warnings from history.
