PODCAST · news
Deirdre Bosa Live
by Launch Live Now
Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
Episodes
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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...
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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...
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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...
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Google pushes AI mode, AI’s hiring divide and Box CEO on Superintelligence
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...
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IPO Heat Check & Gen Z vs AI: Who’s Winning This Boom?
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.
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AI Ads Hit the NBA Finals | Kalshi, Databricks, Luma, and the Burnout Era of AI
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...
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Week Ahead in AI: Tesla, Apple, and the Risk Trade
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,”...
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Nvidia’s Next Trillion: China Slips, Inference Explodes + Dan Niles on the AI trade
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...
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ABOUT THIS SHOW
Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
HOSTED BY
Launch Live Now
CATEGORIES
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Frequently Asked Questions
How many episodes does Deirdre Bosa Live have?
Deirdre Bosa Live currently has 8 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Deirdre Bosa Live about?
Deirdre Bosa hosts a dynamic weekly show where Wall Street and Silicon Valley in real time.
How often does Deirdre Bosa Live release new episodes?
Deirdre Bosa Live has 8 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Deirdre Bosa Live?
You can listen to Deirdre Bosa Live on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Deirdre Bosa Live?
Deirdre Bosa Live is created and hosted by Launch Live Now.
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