Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 2 April 2025

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	To be invested with Betterment is to believe in better.
0:02.9	Whether it's saving for today or building wealth for tomorrow, they help people and small
0:07.3	businesses put their money to work.
0:09.1	They automate to make savings simpler.
0:11.2	They optimize to make investing smarter.
0:13.4	They build innovative technology backed by financial experts for anyone who's ever said,
0:18.2	I think I can do better.
0:19.8	So be invested in yourself. Be invested in your business, be invested in better with betterment.
0:24.7	Get started at betterment.com.
0:28.7	Welcome to the Risk Reversal podcast.
0:30.7	I'm Dan Nathan, joined by Dear Jrabosa.
0:32.4	She is the CNBC host of Tech Check.
0:35.8	Debo.
0:36.7	Hi, I've missed you. It's been a little bit of time.
0:38.7	It's been way too long. It's been, it felt like Q4 earning season lasted three months here.
0:44.4	And so I feel like we're just about to get into Q1 season. So you and I are going to have plenty to talk about.
0:50.3	But I got to start here. All right. I just got a link to CNBC's tech check this week.
0:57.8	The title is AI's vibe coding era, how the shift to apps change the race. Now, this is 40 minutes
1:05.9	long. Most of your tech checks are what, 10 to 15 minutes, maybe as high as 20. Well, so we shift it because
1:12.6	they're now longer 30 to 40 minutes because we're interviewing some of the most interesting
1:16.7	people building in the space. We tacked that on the sort of the piece, the analysis piece is
1:21.2	about 10 to 15 minutes. And then we just have all these great interviews that are worth a listen.
	...

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