Deirdre Bosa(@dee_bosa):LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy. Meta has excess compute. AI-heavy companies are hiring, not shrinking. And open models keep getting better. @DanielTNiles on what this means for the AI trade. @arakharazian and @garrettlord on the jobs data. @vipulved and @ClementDelangue on open models, China, and where the money goes if AI keeps getting cheaper.

Deirdre Bosa

@dee_bosa

Pronounced Dear-dra. Anchor & reporter @CNBC in SF. Leafs fan 🇨🇦

Joined March 2011

4.6K Following 71.1K Followers

Deirdre Bosa@dee_bosa

2026.07.02 18:13

LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy. Meta has excess compute. AI-heavy companies are hiring, not shrinking. And open models keep getting better. @DanielTNiles on what this means for the AI trade. @arakharazian and @garrettlord on the jobs data. @vipulved and @ClementDelangue on open models, China, and where the money goes if AI keeps getting cheaper.