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Deirdre Bosa

@dee_bosa • 75,212 subscribers

Pronounced Dear-dra. Anchor & reporter @CNBC for 15 yrs. Now building something new. still a 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 görüntüleme

Videos

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AI is no longer a segment. It’s a whole show. So I’m leaving CNBC at the end of the month to build it with jasmine wu More soon. Reach us at dbosa@dbosalive.com jwu@dbosalive.com

AI is no longer a segment. It’s a whole show. So I’m leaving CNBC at the end of the month to build it with jasmine wu More soon. Reach us at [email protected] [email protected]

403,853 görüntüleme • 29 gün önce

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

3,753,371 görüntüleme • 8 ay önce

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

250,490 görüntüleme • 2 ay önce

“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

102,453 görüntüleme • 1 ay önce

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 görüntüleme • 7 ay önce

“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.

92,462 görüntüleme • 1 ay önce

.Lin Qiao is great. Here she is on the question every AI company has to answer: what is the ROI? if what a customer pays doesnt cover the compute they consume, growth can just deepen your losses. So you can find product market fit.... and still “scale into bankruptcy”

.Lin Qiao is great. Here she is on the question every AI company has to answer: what is the ROI? if what a customer pays doesnt cover the compute they consume, growth can just deepen your losses. So you can find product market fit.... and still “scale into bankruptcy”

42,939 görüntüleme • 24 gün önce

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

77,189 görüntüleme • 2 ay önce

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

64,424 görüntüleme • 1 ay önce

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."

112,414 görüntüleme • 3 ay önce

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.

52,989 görüntüleme • 1 ay önce

"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 görüntüleme • 1 yıl önce

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.

50,558 görüntüleme • 1 ay önce

"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."

84,505 görüntüleme • 3 ay önce

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."

281,363 görüntüleme • 1 yıl önce

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

38,978 görüntüleme • 1 ay önce

"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 görüntüleme • 3 ay önce

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 görüntüleme • 3 ay önce

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 görüntüleme • 3 ay önce

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."

46,718 görüntüleme • 3 ay önce