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 for 15 yrs. Now building something new. still a Leafs fan 🇨🇦

加入 March 2011

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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.