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Dan Ives

Partner & senior managing director, tech analyst, Yorkville Ives

Built a globally recognized technology research franchise, covering software and broader technology markets for over 25 years.

@DivesTech(opens X in a new tab)

Real Alpha has cut 8 moments of Dan Ives (Partner & senior managing director, tech analyst, Yorkville Ives) talking, from 3 interviews on The Real Eisman Playbook, the latest published Jul 27, 2026.

What Dan Ives said

  1. The Real Eisman Playbook ·

    The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

    1 moment · 2 min

    1. 24:01

      Apple can monetize AI without building its own model

      “The reality is like 20% of the world is going to access AI through an Apple device.”
      at 24:46

  2. The Real Eisman Playbook ·

    2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40

    4 moments · 18 min

    1. 8:51

      AI adoption is early, but power and scaling remain constraints

      “3% of US companies have gone down the AI path today. In Europe, zero.”
      at 10:53
    2. 40:22

      Software incumbents may retain value through installed bases

      “But they have massive install bases. They're building out their own AI suites.”
      at 41:13

    Also from this interview

    1. 28:13

      Housing affordability depends on local supply barriers

      “The problem with affordability in the United States is local. It's all local.”
      Steve Eisman · at 29:21
    2. 21:04

      Oracle’s credit signals may overstate its financing risk

      Ives argues Oracle can fulfill its OpenAI commitments, while Eisman explains why thin CDS trading can exaggerate credit concerns. The distinction matters when assessing whether debt-market moves reflect business risk.

  3. The Real Eisman Playbook ·

    The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27

    5 moments · 22 min

    1. 22:55

      Big tech can fund AI spending before adoption scales

      “you only have 3% of the enterprises in the US that are actually going down the AI path today because it's so early.”
      at 26:01
    2. 39:12

      Palantir turns customer data into operational decisions

      “They can mine their data in a way that basically no other company in the world can mine data.”
      at 41:35
    3. 44:47

      Data center power needs make nuclear a key AI bet Pro pick

      “You need six to eight times more energy than you have today to fuel these data centers. It's not going to be the grid.”
      at 45:53
    4. 7:48

      AI is making IT services and software growth harder

      “I think the biggest potential losers are IT services companies.”
      at 7:58
    5. 19:20

      Standalone AI models may need a larger platform to compete

      “you cannot sustain in this next stage just being a model-driven company.”
      at 20:40

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