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Deirdre Bosa

@dee_bosa • 70,885 subscribers

Pronounced Dear-dra. Anchor & reporter @CNBC in SF. Leafs fan 🇨🇦

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Export controls are meant to slow China’s AI. Instead they’ll accelerate Huawei — at Nvidia’s expense. Constraint is turning into strategy while the US gives up leverage

Export controls are meant to slow China’s AI. Instead they’ll accelerate Huawei — at Nvidia’s expense. Constraint is turning into strategy while the US gives up leverage

62,463 Aufrufe

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the market has evolved and Kimi K3 is bullish for the infrastructure layer "There’ll be an interesting, almost thermonuclear battle to provide the compute to support the demand that’s emerging for open weight models" -Benchmark's Peter Fenton Deepseek 1.5 yrs ago made everyone question how much compute AI would actually need. K3 points the other way -- cheaper, open models mean wider distribution, more usage, more inference

the market has evolved and Kimi K3 is bullish for the infrastructure layer "There’ll be an interesting, almost thermonuclear battle to provide the compute to support the demand that’s emerging for open weight models" -Benchmark's Peter Fenton Deepseek 1.5 yrs ago made everyone question how much compute AI would actually need. K3 points the other way -- cheaper, open models mean wider distribution, more usage, more inference

38,317 Aufrufe • vor 2 Tagen

San Francisco’s once premier shopping center (Westfield mall) the Sunday before Christmas

San Francisco’s once premier shopping center (Westfield mall) the Sunday before Christmas

3,752,623 Aufrufe • vor 7 Monaten

Banning or restricting Chinese models in the US would backfire and cede the global AI ecosystem to Beijing the new AI paradox: slowing America, speeding China

Banning or restricting Chinese models in the US would backfire and cede the global AI ecosystem to Beijing the new AI paradox: slowing America, speeding China

248,326 Aufrufe • vor 21 Tagen

“The model alone is no longer the product" Aravind Srinivas says the real product is now the harness around it: orchestration, tools, enterprise context, and cost performance. The post-frontier AI race is about systems, not just the smartest model

“The model alone is no longer the product" Aravind Srinivas says the real product is now the harness around it: orchestration, tools, enterprise context, and cost performance. The post-frontier AI race is about systems, not just the smartest model

101,268 Aufrufe • vor 11 Tagen

“It is in America’s interest to actually support open source" - Aravind Srinivas when I asked him yesterday about Washington’s fear of Chinese open AI models His view: Nvidia/Nemotron can help close the gap, but the US should support open weights because affordability is what lets businesses use AI.

“It is in America’s interest to actually support open source" - Aravind Srinivas when I asked him yesterday about Washington’s fear of Chinese open AI models His view: Nvidia/Nemotron can help close the gap, but the US should support open weights because affordability is what lets businesses use AI.

91,392 Aufrufe • vor 11 Tagen

Benchmark’s Peter Fenton says 90%+ of tokens could come from open weight models in the next 18-24 months, pressuring frontier model margins. Full convo at 12p PT/3p ET on the livestream, plus Aravind Srinivas on Perplexity’s new orchestrator model and Jeffrey Morgan on why enterprises are moving toward AI models they can download and control

Benchmark’s Peter Fenton says 90%+ of tokens could come from open weight models in the next 18-24 months, pressuring frontier model margins. Full convo at 12p PT/3p ET on the livestream, plus Aravind Srinivas on Perplexity’s new orchestrator model and Jeffrey Morgan on why enterprises are moving toward AI models they can download and control

62,954 Aufrufe • vor 12 Tagen

The post-frontier era: cost, control and compute. Learned a ton in this livestream with Aravind Srinivas, Peter Fenton and Jeffrey Morgan. Big takeaway: the model race is becoming a systems race. Routing, open weight models, local compute, enterprise data, and whether the big labs’ pricing power holds once buyers have more options. Worth a full listen. Link below.

The post-frontier era: cost, control and compute. Learned a ton in this livestream with Aravind Srinivas, Peter Fenton and Jeffrey Morgan. Big takeaway: the model race is becoming a systems race. Routing, open weight models, local compute, enterprise data, and whether the big labs’ pricing power holds once buyers have more options. Worth a full listen. Link below.

49,623 Aufrufe • vor 11 Tagen

We went from 3, maybe 4 major AI compute sellers to potentially 6 Amazon, Microsoft, Google, maybe Oracle. Now add SpaceX and Meta... just as customers are getting more efficient w tokens. "You could have a pretty decent-sized speed bump in here" - Dan Niles

We went from 3, maybe 4 major AI compute sellers to potentially 6 Amazon, Microsoft, Google, maybe Oracle. Now add SpaceX and Meta... just as customers are getting more efficient w tokens. "You could have a pretty decent-sized speed bump in here" - Dan Niles

76,936 Aufrufe • vor 18 Tagen

Is compute scarcity masking the real economics of AI? interesting point from Peter Fenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and open model tooling gets easier, routine AI work can more easily move to cheaper/open models.

Is compute scarcity masking the real economics of AI? interesting point from Peter Fenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and open model tooling gets easier, routine AI work can more easily move to cheaper/open models.

47,291 Aufrufe • vor 11 Tagen

Claude in Excel is breaking down gated analysis. Built this with just a few prompts and Factset data: base/bull/bear cases on $GOOGL search revenue vs AI infra costs would normally have to wait for this kind of analysis in a Wall St note Earnings season is going to be 🔥

Claude in Excel is breaking down gated analysis. Built this with just a few prompts and Factset data: base/bull/bear cases on $GOOGL search revenue vs AI infra costs would normally have to wait for this kind of analysis in a Wall St note Earnings season is going to be 🔥

369,462 Aufrufe • vor 5 Monaten

A year ago, 90-95% of Claude Code was written by Claude. Today is 100%. Boris Cherny: "I'm managing an agent that manages agents."

A year ago, 90-95% of Claude Code was written by Claude. Today is 100%. Boris Cherny: "I'm managing an agent that manages agents."

112,354 Aufrufe • vor 2 Monaten

"One of the biggest misconceptions" Cerebras CFO Bob Komin pushes back on the small-models narrative. "We serve all models, and there is no limit to the size of the models that we can serve. Today, we're serving trillion parameter models. We're serving trillion parameter models that are internal for OpenAI today. We are currently running OpenAI 5.4 and 5.5 with them."

"One of the biggest misconceptions" Cerebras CFO Bob Komin pushes back on the small-models narrative. "We serve all models, and there is no limit to the size of the models that we can serve. Today, we're serving trillion parameter models. We're serving trillion parameter models that are internal for OpenAI today. We are currently running OpenAI 5.4 and 5.5 with them."

84,422 Aufrufe • vor 2 Monaten

"SaaS was Software as a Service. I believe it's going to be service as software." General Catalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

"SaaS was Software as a Service. I believe it's going to be service as software." General Catalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and cost-cutting. Venture is buying legacy companies and using AI to drive growth

86,713 Aufrufe • vor 2 Monaten

"The world needs little tech to win" Why Perplexity CEO Computer says no to big tech buyouts

"The world needs little tech to win" Why Perplexity CEO Computer says no to big tech buyouts

297,415 Aufrufe • vor 1 Jahr

Replit CEO Amjad Masad says they cut headcount by nearly half... while revenue grew 10x. "AI isn’t replacing engineers. It’s supercharging them."

Replit CEO Amjad Masad says they cut headcount by nearly half... while revenue grew 10x. "AI isn’t replacing engineers. It’s supercharging them."

281,344 Aufrufe • vor 1 Jahr

Get ready to hear a lot more about model routing --matching the job to the model instead of running everything through the most expensive one "For a lot of the boilerplate work, you can get five times, ten times better cost efficiency using models that are still good enough" -Cognition's Scott Wu

Get ready to hear a lot more about model routing --matching the job to the model instead of running everything through the most expensive one "For a lot of the boilerplate work, you can get five times, ten times better cost efficiency using models that are still good enough" -Cognition's Scott Wu

39,693 Aufrufe • vor 1 Monat

Z. ai's GLM 5.2 is forcing a new conversation in AI The new benchmark is intelligence per dollar: near-frontier smart yet affordable to run a million times Full livestream with Aaron Levie Gabe Pereyra and Stacy Rasgon in link below

Z. ai's GLM 5.2 is forcing a new conversation in AI The new benchmark is intelligence per dollar: near-frontier smart yet affordable to run a million times Full livestream with Aaron Levie Gabe Pereyra and Stacy Rasgon in link below

23,130 Aufrufe • vor 25 Tagen

didn't get Cerebras allocation? Ram Parameswaran says dont sweat it: 1) Every stock gets back to its IPO price. 2) buy Google. "Every stock gets back to its IPO price. I used to also be very anxious back in the day when we didn't get big allocations. It doesn't really matter. There'll always be a chance to buy it again if you're patient" "Number two... if you don't have the capacity to get into these IPOs, well, just buy Google. They have the cheapest cost of tokens, they have the longest capacity structures, they keep getting better and better models every single time, the best talent density."

didn't get Cerebras allocation? Ram Parameswaran says dont sweat it: 1) Every stock gets back to its IPO price. 2) buy Google. "Every stock gets back to its IPO price. I used to also be very anxious back in the day when we didn't get big allocations. It doesn't really matter. There'll always be a chance to buy it again if you're patient" "Number two... if you don't have the capacity to get into these IPOs, well, just buy Google. They have the cheapest cost of tokens, they have the longest capacity structures, they keep getting better and better models every single time, the best talent density."

50,854 Aufrufe • vor 2 Monaten

the AI roll-up is only getting started Long Lake CEO Alexander Taubman has bought 30+ real-economy, non-tech companies and just took the largest corporate travel platform private (Amex GBT, $6.3B) its a bet that AI can better transform legacy industries and that someone has to turn capex into real economic growth "You see the hundreds of billions of CapEx the labs are investing. Somebody's got to take that and turn it into GDP growth. That's what Long Lake was formed to do."

the AI roll-up is only getting started Long Lake CEO Alexander Taubman has bought 30+ real-economy, non-tech companies and just took the largest corporate travel platform private (Amex GBT, $6.3B) its a bet that AI can better transform legacy industries and that someone has to turn capex into real economic growth "You see the hundreds of billions of CapEx the labs are investing. Somebody's got to take that and turn it into GDP growth. That's what Long Lake was formed to do."

46,611 Aufrufe • vor 2 Monaten

TOKENS OR HUMANS? The new corporate trade off as AI costs balloon "This is the first time ever that I can remember that technology costs the same as people" - Arvind Jain "Companies say, hey, if we could optimize one thing, is it the number of employees that we have, or is it the AI spend per employee?" -Matan Grinberg Annual AI budgets are being exhausted in weeks. Future headcount is being weighed against compute.

TOKENS OR HUMANS? The new corporate trade off as AI costs balloon "This is the first time ever that I can remember that technology costs the same as people" - Arvind Jain "Companies say, hey, if we could optimize one thing, is it the number of employees that we have, or is it the AI spend per employee?" -Matan Grinberg Annual AI budgets are being exhausted in weeks. Future headcount is being weighed against compute.

36,564 Aufrufe • vor 1 Monat