# Dan Ives

Markdown copy of https://realalpha.app/people/dan-ives/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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.

- Role: Partner & senior managing director, tech analyst, Yorkville Ives
- About: Built a globally recognized technology research franchise, covering software and broader technology markets for over 25 years.
- On X: https://x.com/DivesTech

## What Dan Ives said

- [Apple can monetize AI without building its own model](https://realalpha.app/s/apple-can-monetize-ai-without-building-its-own-model/)
  The Real Eisman Playbook · Jul 27, 2026 · 2 min
  > “The reality is like 20% of the world is going to access AI through an Apple device.” — Dan Ives · [24:46](https://realalpha.app/v/SWEzkOMe4tY/?t=1486)
- [AI adoption is early, but power and scaling remain constraints](https://realalpha.app/s/ai-adoption-is-early-but-power-and-scaling-remain/)
  The Real Eisman Playbook · Jan 5, 2026 · 5 min
  > “3% of US companies have gone down the AI path today. In Europe, zero.” — Dan Ives · [10:53](https://realalpha.app/v/KByibe1S6l8/?t=653)
- [Software incumbents may retain value through installed bases](https://realalpha.app/s/software-incumbents-may-retain-value-through-installed-bases/)
  The Real Eisman Playbook · Jan 5, 2026 · 3 min
  > “But they have massive install bases. They're building out their own AI suites.” — Dan Ives · [41:13](https://realalpha.app/v/KByibe1S6l8/?t=2473)
- [Big tech can fund AI spending before adoption scales](https://realalpha.app/s/big-tech-can-fund-ai-spending-before-adoption-scales/)
  The Real Eisman Playbook · Sep 29, 2025 · 5 min
  > “you only have 3% of the enterprises in the US that are actually going down the AI path today because it's so early.” — Dan Ives · [26:01](https://realalpha.app/v/PT6payqqvuk/?t=1561)
- [Palantir turns customer data into operational decisions](https://realalpha.app/s/palantir-turns-customer-data-into-operational-decisions/)
  The Real Eisman Playbook · Sep 29, 2025 · 5 min
  > “They can mine their data in a way that basically no other company in the world can mine data.” — Dan Ives · [41:35](https://realalpha.app/v/PT6payqqvuk/?t=2495)
- [Data center power needs make nuclear a key AI bet](https://realalpha.app/s/data-center-power-needs-make-nuclear-a-key-ai-bet/)
  The Real Eisman Playbook · Sep 29, 2025 · 5 min
  > “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.” — Dan Ives · [45:53](https://realalpha.app/v/PT6payqqvuk/?t=2753)
- [AI is making IT services and software growth harder](https://realalpha.app/s/ai-is-making-it-services-and-software-growth-harder/)
  The Real Eisman Playbook · Sep 29, 2025 · 4 min
  > “I think the biggest potential losers are IT services companies.” — Dan Ives · [7:58](https://realalpha.app/v/PT6payqqvuk/?t=478)
- [Standalone AI models may need a larger platform to compete](https://realalpha.app/s/standalone-ai-models-may-need-a-larger-platform-to-compete/)
  The Real Eisman Playbook · Sep 29, 2025 · 4 min
  > “you cannot sustain in this next stage just being a model-driven company.” — Dan Ives · [20:40](https://realalpha.app/v/PT6payqqvuk/?t=1240)

## Also from these interviews

- [Housing affordability depends on local supply barriers](https://realalpha.app/s/housing-affordability-depends-on-local-supply-barriers/)
  The Real Eisman Playbook · Jan 5, 2026 · 3 min
  > “The problem with affordability in the United States is local. It's all local.” — Steve Eisman · [29:21](https://realalpha.app/v/KByibe1S6l8/?t=1761)
- [Oracle’s credit signals may overstate its financing risk](https://realalpha.app/s/oracles-credit-signals-may-overstate-its-financing-risk/)
  The Real Eisman Playbook · Jan 5, 2026 · 7 min
  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.

## The 3 episodes

- [The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70](https://realalpha.app/v/SWEzkOMe4tY/) · The Real Eisman Playbook · Jul 27, 2026
- [2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40](https://realalpha.app/v/KByibe1S6l8/) · The Real Eisman Playbook · Jan 5, 2026
- [The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27](https://realalpha.app/v/PT6payqqvuk/) · The Real Eisman Playbook · Sep 29, 2025