Deirdre Bosa
@dee_bosa • 69,119 subscribers
Pronounced Dear-dra. Anchor & reporter @CNBC in SF. Leafs fan 🇨🇦
Shorts
Videos
the 3 phases of AI sticker shock: 1. board asks “whats our AI strategy?” 2. company says “everyone use AI for everything” 3. the token bill arrives, the crackdown begins ...and model routing starts to look pretty obvious. Matan Grinberg: "“There are different models that are good at different tasks. They have different trade-offs between cost, quality, and speed"
Deirdre Bosa23,260 次观看 • 3 天前
Codex is having a moment....and feels a bit like Claude at the beginning of the year. Builders are noticing first, Wall St/consensus will take a bit to catch up Matan Grinberg from Factory says he switched from Claude Code to Codex ~2 months ago and that OpenAI’s coding models are “really really good right now”
Deirdre Bosa21,827 次观看 • 4 天前
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.
Deirdre Bosa36,384 次观看 • 8 天前
"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."
Deirdre Bosa83,925 次观看 • 22 天前
"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
Deirdre Bosa86,470 次观看 • 29 天前
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 🔥
Deirdre Bosa369,198 次观看 • 4 个月前
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."
Deirdre Bosa50,854 次观看 • 22 天前
OpenAI and Anthropic are expected to go public at $800b+ valuations on the assumption that no one can catch them Chinese labs already have, at a fraction of the cost... and American players like Nvidia and ReflectionAI are racing to build open weight alternatives OAI and Anthropic may get squeezed at both ends. New column with jasmine wu
Deirdre Bosa35,508 次观看 • 15 天前
Cerebras CFO Bob Komin on concentration risk: "How do you build up a big company? Start with one large customer, add another, add another, and we're on that trajectory right now." "Now we have an over $20 billion customer. Of course, they're going to be a high percentage of our revenue. But the second step out was to get a foundation model lab using our hardware, and then the third step is our first hyperscaler customer with AWS, and we haven't even gotten started with them."
Deirdre Bosa38,658 次观看 • 22 天前
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."
Deirdre Bosa42,293 次观看 • 25 天前
"Three years in AI is actually like three decades of pre-AI" AI roll-ups have hit Wall Street (Amex GBT, Janus). New playbook & exit for public companies that can't make the AI transition on their own. Long Lake CEO Alexander Taubman on what it takes to win at this still-new strategy "To be successful at this strategy, you need three things. A world-class applied AI engineering team. A world-class change management function. World-class M&A."
Deirdre Bosa25,326 次观看 • 29 天前
AI is coming for taste and judgment Claude Code's Boris Cherny: "We have this tendency to think....here's a thing the agent can't do yet, this must be a thing it can never do. But the rate of progress is so quick that something like taste, the agent will be able to do quite soon" co-lead cat says you can see the jump in the models directly. The front-end apps Claude builds have gotten visibly nicer between Sonnet 3.5 and Opus 4.7, and you no longer need to handhold the agent.
Deirdre Bosa21,062 次观看 • 29 天前
