RiskReversal Pod Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley
Apr 2, 2025
In this discussion, Deirdre Bosa, CNBC host of Tech Check and tech industry expert, dives into the rapid evolution of AI. She explores the thriving private market for AI apps compared to stagnating public markets. Key topics include the rise of 'vibe coding,' where AI aids in coding while developers focus on design. Bosa highlights companies like Any Sphere’s Cursor, contrasts infrastructure firms with app-based companies, and discusses the implications of U.S.-China tech dynamics. Missed opportunities by giants like Apple are also addressed.
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Episode notes
AI App Boom
- The AI sector is evolving from foundation models and wrappers to AI-native applications.
- These apps offer more monetization opportunities than infrastructure or model layers.
Cost Structures and Monetization
- Publicly traded AI infrastructure companies face high capital expenditures, hindering profitability.
- AI app companies have lower costs and monetize faster with subscriptions.
Cursor's Success
- Cursor, an AI-first coding company, exemplifies successful app-layer monetization.
- It leverages existing models and charges subscriptions, avoiding high model creation costs.