Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now

Dan Nathan (0:00)

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Deirdre Bosa (0:56)

Always thrilled to be here, Dan. And it was so nice to get to see you in person a few times over the last few weeks.

Dan Nathan (1:02)

Yeah, it's been great. I was out in San Francisco. You and I had a little launch party for something that's really exciting, and I can't wait to see it on November 9th. I think it is. You go live with Deirdre Bosa Live on Yahoo Finance every day, Monday through Friday. Yeah, no, I'm really excited about that. You have so much to offer. All the great, great reporting that you have done, I think over the last 10 years at CNBC, covering tech, the network that you have developed out there is truly amazing. And this show, Monday through Friday, I can't wait. It's going to be live. You're going to have a lot of great interviews from what I understand. You already had an interview with Satya Nadella. Satya Nadella, the CEO of Microsoft, doesn't do too many interviews, but he seems like he was happy to do it with you. Debo, give us the quick 411, aside from what I probably just butchered there.

Deirdre Bosa (1:50)

No, you had it perfectly. I'm going to be live every day from 1 to 2 p.m., so right after the markets close, that's Pacific time, 4 to 5 Eastern. You have been an amazing support and inspiration, seeing you and Guy have built with RiskReversal and your whole team. The time is now, right? In San Francisco, we need an hour dedicated to tech and AI. That's exactly what we're going to do, and I'm very excited. Kicked it off with Satya Nadella. We'll have some other fun names, even before we launch officially on November 9th, so stay tuned for some of that.

Dan Nathan (2:22)

I just think it speaks to, again, your network and the fact that folks trust you, and I think very unbiased reporting. While there is plenty of bias to be had, we're going to talk a little bit about what's going on in Microsoft over the last couple of months. It is truly astounding. It got kicked off with their calendar Q2 results maybe about two and a half months ago. So looking forward to that in the next couple of weeks. Also meta man, oof, that resurgence there. I mean, the narrative could not have been worse right after their earnings and up 40% since then, hundreds of billions of dollars. I mean, you and I have some insight, I think, as it relates to at least how we're thinking about personal agents. Got to talk about Anthropic. I mean, I honestly, it's like, okay, Dario, are we in this thing for good? Are we not in this thing for good? If you're so worried about things, should we just shut it down, that sort of thing? So where do you want to start? Because I think heading into earning season and after some of the really big moves to the upside, like we just talked about those two, and then really what we've seen in Amazon and Google, it is a really interesting split screen as it relates to what's going on in AI.

Deirdre Bosa (3:31)

I mean, you kind of summed it up in just that preamble, how quickly things moved. Do you remember it was only like the end of last year, beginning of this year when Google was the name, the hottest name around, everyone was talking about their vertical integration, their chips, their models, their applications, and now kind of left in the dust. As you said, it's been Meta, this amazing launch of Muse, which I'm happy to talk about. Microsoft as well, sort of the vertically rated player. I spoke to its Cloud Chief yesterday off their new Maia 300 chip that they just launched. It changes just so fast in this world and earnings season could flip it all on its head once again.