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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