Deirdre Bosa Live

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 territoryDatabricks 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 burnoutAI’s First Inning? — Gene Munster on why this boom may be just beginningApple’s AI Letdown — from last month’s darling to this week’s disappointmentThe hype meets the P&L — every Thursday at noon PT, 3pm ET.

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

Nvidia just became the first company to hit a $4 trillion market cap.But the real story? What powers that value—and what could disrupt it.From power constraints to open-source robots, from enterprise AI spend to crypto rebounds, this week we’re tracking the inflection points shaping the next trillion in tech.

Google is turning on AI for billions — but Wall Street hasn’t priced it in. This week on DB Live, we break down the company’s homepage shift, its vertical strategy, and how its quietly going on the offense while Meta and OpenAI duke it out over talent.Box CEO Aaron Levie joins to talk enterprise AI in the wild.Dan Ives breaks down Tesla’s robotaxi risk, Musk’s political volatility, and what comes after the megacap run.And Profound’s James Cadwallader on how Google’s homepage shift is rewriting the rules of SEO, search distribution, and digital visibility.Silicon Valley meets Wall Street. This is where the hype meets the tape.

The AI boom is real — but so are the tradeoffs. Chips are ripping, IPOs are heating up, and startups are getting funded. But under the surface, Microsoft is cutting jobs, Gen Z is getting squeezed, and the future of work is up for grabs.

AI just crashed primetime. Kalshi dropped a fully AI-generated ad during the NBA Finals — no cameras, no crew, just Google’s Veo model and a national TV slot.We talk to Kalshi’s Head of Growth on how it happened, Luma AI’s CEO on what’s coming next for generative video, and Databricks CEO Ali Ghodsi on why Big Tech’s AI teams are burning out.Plus, Jeff Richards of Notable Capital joins to unpack what it all means for investors.

The AI trade is back—Nvidia, Broadcom, and CoreWeave are surging. But a hidden clause in Congress’s reconciliation bill could reshape the future of AI regulation. Anthropic CEO Dario Amodei is sounding the alarm.We’re also joined by Replit CEO Amjad Masad to talk about the rise of “vibe coding,” the risk of “vibe hacking,” and where AI-native software development is headed.Plus: Tesla shares sink as Elon Musk clashes publicly with President Trump over policy—and we break down what’s at stake as Tesla’s robotaxi rollout nears.Finally, Gene Munster joins to preview Apple’s WWDC and weigh in on whether this is the moment Siri finally gets serious about AI.

Nvidia crushed earnings again, but the story isn’t just in the beat. It’s in the split: a shrinking China business, and a surging new driver of growth: inference. On this debut episode of DB Live, I break down the two forces shaping Nvidia’s future: Why U.S. export controls are fueling a rise in China’s homegrown AI stackHow token usage, not training, is becoming the new engine of compute demandWhat Nvidia’s CFO revealed about OpenAI, Microsoft, and Google’s AI usage explosionThen, I talk to investor Dan Niles, who called the Nvidia bottom back in April, about what’s next for the stock and the broader AI trade.Plus: a final word on the TACO Trade. IYKYK.