Prediction certainty 3/5 debate potential 2/5

Ives: Consumer AI will add $10B-$15B yearly to Apple's services revenue

Dan Ives · The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link · Oct 23, 2024 · at 2:37

Dan Ives discusses consumer AI monetization potential for Apple on the Big Technology Podcast.

0:00 / 0:09exact quote · 9.4s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“My view is from a consumer AI perspective, the monetization here, we think it'd be ultimately an incremental 10, fifteen billion per year of services.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Dan Ives

Prediction Held up
Ives: Current fiscal year will be Apple's strongest iPhone unit year ever
“So regardless of what you want to say about Apple intelligence, if it's going to be rolled out in October, November, January, February, in the next, for this fiscal year, this will, unless some black swan event happens, be the strongest iPhone unit year ever h…”
Dan Ives Oct 23, 2024 ▶ 2:00 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Ives: 20% of consumers will access AI through Apple within 18 months
“The second is that it's our view, regardless of timing, next 1218 months, 20% of the world ultimately is going to access AI, especially as more developers build apps through an Apple device.”
Dan Ives Oct 23, 2024 ▶ 2:23 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Ives: Apple's services business will reach a $2 trillion valuation
“That services piece that at one point was valued, five hundred billion, I think it's going to be closer to two trillion in terms of the valuation as that reaches 125 hundred fifty billion per year.”
Dan Ives Oct 23, 2024 ▶ 3:03 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Didn’t hold up
Ives: Apple's China sales will grow 15% to 20% next year
“But Alex, if you look at comps, the next year, China's gonna be up 15, 20%, and that's why, like, the bears, when they come out of hibernation mood with iPhone mathematical gymnastics trying to scare people, the reason the stock's not doing anything, because i…”
Dan Ives Oct 23, 2024 ▶ 4:32 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Not checkable as stated
Ives: Apple upgrade cycle will drive stock regardless of AI
“This upgrade cycle in itself without AI, the stock's going to work. The AI piece is ultimately the start of how most consumers in the world are going to eventually interact with AI.”
Dan Ives Oct 23, 2024 ▶ 14:43 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Prediction Open · timeframe Oct 2029
Ives: Meta and Google will eventually integrate into Apple Intelligence
“Apple basically said, we now will be the castle for AI. And if you want access to it, you got to come through Apple intelligence, clearly open AI. I eventually think Meta Google are going to have to make the same move.”
Dan Ives Oct 23, 2024 ▶ 15:14 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 300 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.