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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.

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