Deirdre Bosa Live
Deirdre Bosa Live
Podcast Description
Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
Podcast Insights
Content Themes
The show primarily focuses on current trends in finance and technology, with specific episodes tackling topics such as Nvidia's earnings, the impact of U.S. export controls on China’s AI developments, and shifts in AI compute demand characterized by token usage rather than traditional training methods.
Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
Google is up nearly 20% in the last month. Apple’s up 17% ahead of next week’s iPhone event. Meanwhile, Nvidia and other main players of the AI trade have slipped.
The signals are clear… but are Google and Apple really the new leaders of the AI rally?
Today on Deirdre Bosa Live:
🌐 Google’s courtroom win and what it means for Apple’s $25B TAC payments and AI ambitions
💻 Jeff Richards (Notable Capital) & Paul Klein (Browserbase) on Chrome, browser competition, and the innovator’s dilemma
🔌 Google’s big TPU push — and why it matters for the ecosystem beyond cloud
🇨🇳 Alibaba’s “good enough” chip and what it signals for China’s AI ambitions
⚖️ Bernstein’s Stacy Rasgon on the new players and whether Nvidia’s dominance is cracking or still untouchable
📱 Olivia Moore (Andreessen Horowitz) on the a16z Top 100 Consumer AI Apps
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