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.
Oracle just stunned Wall Street — a $455B backlog, a $300B OpenAI data-center deal, and a surge that puts Larry Ellison’s “legacy” company in the same league as AWS, Azure, and Google Cloud. What does this mean for the AI cycle and for investors who may have underestimated the scale of the build-out?
Plus, AI startups are booming, raising at ever higher valuations. Databricks’ CEO Ali Ghodsi on his latest and the broader landscape.
This week on Deirdre Bosa Live:
Oracle’s AI Shock — the surprise comeback into hyperscaler territory
Databricks CEO Ali Ghodsi Live — how enterprises are actually putting data to work and where are we in the cycle?
The Great 2025 Lock-In — what 9-9-6 means for talent, capital, and burnout
AI’s First Inning? — Gene Munster on why this boom may be just beginning
Apple’s AI Letdown — from last month’s darling to this week’s disappointment
The hype meets the P&L — every Thursday at noon PT, 3pm ET.
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