Oracle’s AI Shock: The 4th Hyperscaler? | Databricks CEO, the 2025 Lock-In, AI’s First Inning
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.
4 Sept 2025
Google & Apple: The New AI Trade Leaders (!) | Chrome’s Win, Chip shakeup, AI app rankings
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
10 Jul 2025
Nvidia Hits $4 Trillion – But Can AI Scale? | Energy, Robots & CEO of Ramp
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.
3 Jul 2025
Google pushes AI mode, AI’s hiring divide and Box CEO on Superintelligence
Deirdre Bosa interviews Aaron Levie, CEO of Box, Dan Ives, and James Cadwallader about Google's AI advancements, Tesla's robotaxi risks, and the impact on SEO, offering insights into the evolving tech landscape.
26 Jun 2025
IPO Heat Check & Gen Z vs AI: Who’s Winning This Boom?
Deirdre Bosa analyzes the current AI boom, exploring its impact on IPOs, job markets, and the future of work for Gen Z.
12 Jun 2025
AI Ads Hit the NBA Finals | Kalshi, Databricks, Luma, and the Burnout Era of AI
Kalshi's Head of Growth discusses their AI-generated NBA Finals ad, Luma AI's CEO previews generative video advancements, and Databricks CEO Ali Ghodsi addresses AI team burnout, while Jeff Richards analyzes investor implications in this interview episode with Deirdre Bosa.
5 Jun 2025
Week Ahead in AI: Tesla, Apple, and the Risk Trade
Deirdre Bosa analyzes the resurgence of the AI trade, a potential reshaping of AI regulation, Tesla's stock decline amid Elon Musk's policy clashes, and previews Apple's WWDC, exploring the future of AI development.
29 May 2025
Nvidia’s Next Trillion: China Slips, Inference Explodes + Dan Niles on the AI trade
Deirdre Bosa analyzes Nvidia's earnings, highlighting the impact of U.S. export controls on China's AI development and the growing demand for inference, then interviews Dan Niles about Nvidia's stock and the AI trade.
Who has been a guest on Deirdre Bosa Live
Names identified in recent episode analyses. Showing up to five guests.
Aaron Levie
Dan Ives
James Cadwallader
Ali Ghodsi
Jeff Richards
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Apple Podcasts (US)
5.0 / 5
2 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 29 / 100
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Quality
46
Social presence
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YouTube
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Engagement
32
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