Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
Deirdre Bosa Live
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5.0(3 reviews)
8 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
29
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality46
Social0
YouTube0
Engagement32
Podcast Overview
Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
Language
🇺🇲
Publishing Since
5/29/2025
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29
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality46
Social0
YouTube0
Engagement32
6
Excellent Areas
3
Good Performance
10
Growth Opportunities
excellent
Episode Length
52 minutes
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good
Publishing Consistency
Every 13 days
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Recent Episodes
September 11, 2025
Oracle’s AI Shock: The 4th Hyperscaler? | Databricks CEO, the 2025 Lock-In, AI’s First Inning
<p>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?</p><p>Plus, AI startups are booming, raising at ever higher valuations. Databricks’ CEO Ali Ghodsi on his latest and the broader landscape.</p><p><br></p><p>This week on Deirdre Bosa Live:</p><p>Oracle’s AI Shock — the surprise comeback into hyperscaler territory</p><p>Databricks CEO Ali Ghodsi Live — how enterprises are actually putting data to work and where are we in the cycle?</p><p>The Great 2025 Lock-In — what 9-9-6 means for talent, capital, and burnout</p><p>AI’s First Inning? — Gene Munster on why this boom may be just beginning</p><p>Apple’s AI Letdown — from last month’s darling to this week’s disappointment</p><p><br></p><p>The hype meets the P&L — every Thursday at noon PT, 3pm ET.</p>
September 4, 2025
Google & Apple: The New AI Trade Leaders (!) | Chrome’s Win, Chip shakeup, AI app rankings
<p>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.</p><p>The signals are clear… but are Google and Apple really the new leaders of the AI rally?</p><p>Today on Deirdre Bosa Live:</p><p>🌐 Google’s courtroom win and what it means for Apple’s $25B TAC payments and AI ambitions</p><p>💻 Jeff Richards (Notable Capital) & Paul Klein (Browserbase) on Chrome, browser competition, and the innovator’s dilemma</p><p>🔌 Google’s big TPU push — and why it matters for the ecosystem beyond cloud</p><p>🇨🇳 Alibaba’s “good enough” chip and what it signals for China’s AI ambitions</p><p>⚖️ Bernstein’s Stacy Rasgon on the new players and whether Nvidia’s dominance is cracking or still untouchable</p><p>📱 Olivia Moore (Andreessen Horowitz) on the a16z Top 100 Consumer AI Apps </p>
July 10, 2025
Nvidia Hits $4 Trillion – But Can AI Scale? | Energy, Robots & CEO of Ramp
<p>Nvidia just became the first company to hit a $4 trillion market cap.</p><p><br></p><p>But the real story? What powers that value—and what could disrupt it.</p><p><br></p><p>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.</p>
8 total episodes available
Recent guests on Deirdre Bosa Live
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Aaron Levie
Guest
Dan Ives
Guest
James Cadwallader
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Ali Ghodsi
Guest
Jeff Richards
Guest
Dan Niles
Guest
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Frequently asked questions
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- What is Deirdre Bosa Live?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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