Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley

Dan Nathan and Deirdre Bosa, the CNBC host of Tech Check, discuss the evolution of the AI sector on the Risk Reversal Podcast. They examine the transition from AI foundation models to 'rappers' and now to AI native applications. Deirdre elaborates on the booming private market for AI app companies in contrast to the stalling public markets. The conversation highlights companies like Any Sphere’s Cursor and examines the differing cost structures and monetization strategies between AI infrastructure firms and app-based companies. They also touch on the dynamics of AI in the Chinese market, the potential for strategic mergers and acquisitions, and the missed opportunities by tech giants like Apple. The episode concludes with a focus on the emerging concept of 'vibe coding,' where AI handles the technical coding while developers focus on higher-level design and functionality. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Om Podcasten

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else. For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media