Deirdre

Pronounced Dear-dra. Anchor & reporter @CNBC for 15 yrs. Now building something new. still a Leafs fan 🇨🇦

[Deirdre Bosa @dee_bosa]

Great conversation with @jlanzone @Jasonmaynard @niravtolia @1PasswordCEO

talked about the rise of consumer agents & what it will actually take for them to work: identity and trust, understanding what we want, personal context, and ultimately human connection

Another great Khanference in the books. Thank you @dottkhan!

[Deirdre Bosa @dee_bosa]

Coming Friday. My copilot @satyanadella and I ;)

[Deirdre Bosa @dee_bosa]

LIVE at 12p PT/3p ET: Chinese open source is going mainstream. Fable is out and everyone is talking GLM 5.2. Is this DeepSeek all over again.... or something bigger?

@levie and @gabepereyra on adoption and what it means for American AI. Plus Bernstein's @Srasgon on OpenAI's new Jalapeno chip

watch here: https://t.co/ygjtBR2nbG

[Deirdre Bosa @dee_bosa]

The AI demand signal everyone is building on is broken. Employees are gaming the metric, spending is out of control and no one can prove ROI.

@jaswu_ and I wrote about why Anthropic might be the only lab pricing for what’s actually happening

[Deirdre Bosa @dee_bosa]

LIVE in 30 mins with @jpatel41 on Opus 4.7 and all the latest moves in AI, then @jrichlive on the single biggest day of earnings season ahead (Meta, Msft, Googl, Amazon all on April 29)

[Deirdre Bosa @dee_bosa]

Jensen Huang doesn't need a new chip. He needs a new moat.

Nvidia's most ambitious move from GTC was NemoClaw --a free, open-source AI agent platform designed to keep every company dependent on Nvidia's computing power, even as the chip competition heats up

Nvidia is becoming an operating system. The market is still pricing it as a chipmaker.

w/ @jaswu_

[Deirdre Bosa @dee_bosa]

the AI disruption trade just hit financial services

Again... a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for.

that's all the market needs right now to reprice an entire sector

[Deirdre Bosa @dee_bosa]

Meta is now putting 50 cents of every revenue dollar back into AI infrastructure... double Amazon's ratio. Yet market is rewarding Meta.

meanwhile software stocks selling off because AI works too well. The AI trade is broken.

updated capex-to-revenue numbers for the megacaps care of @jaswu_

[Deirdre Bosa @dee_bosa]

Anthropic continues to beat the incumbents at their own game

on the left -a Google drive folder that Claude organized, renaming every doc to fit the content (can be a few topics vs just 1)
on the right -Gemini's attempt

[Deirdre Bosa @dee_bosa]

Google wins on distribution

[Deirdre Bosa @dee_bosa]

DeepSeek breaks into App Store top 10

what a ride its been covering this ... a few weeks ago, we jokingly asked ourselves if we had become DeepSeek truthers bc it yet to break into the mainstream. And now...

[Deirdre Bosa @dee_bosa]

blockbuster IPOs are exciting but they haven't been good investments

beware the hype and beware the pop

[Deirdre Bosa @dee_bosa]

sneaks mandatory if you’re coming into 1 Market for an interview

@TheValuesVC

[Deirdre Bosa @dee_bosa]

CODE ✌🏽

@JBoorstin @carlquintanilla @evanspiegel

[Deirdre Bosa @dee_bosa]

savage marketing campaign

[Deirdre Bosa @dee_bosa]

why are amazon shares getting hit harder than other megacaps?

here's one reason. cash is king in this sell off.

h/t @teddyfarkas @marfgilbert

[Deirdre Bosa @dee_bosa]

Damn. Switched from Similac to Target Up & Up brand just before baby switched to powder. Turns out powdered ones I bought are part of the recall. Officially on my last container of safe formula.

Pretty unreal that moms are dealing with this.

[Deirdre Bosa @dee_bosa]

.@CNBCTechCheck meme team strikes again

$GME $AMC

[Deirdre Bosa @dee_bosa]

This time last year, Airbnb saw bookings fall off a cliff. Today, its market cap is >$100b and @bchesky is gearing up for a banner summer

Capping off our @CNBCTechCheck debut week w $ABNB CEO