Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Plus, a look at Trump’s H200 export decision, and what it means for Nvidia future in the China chip market.

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One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is transforming the Venture Capital and Megacap investing landscape

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This week showed just how much pressure the AI trade is under. OpenAI’s Sam Altman is heading to Jimmy Fallon next week as the company reportedly declares “Code Red.” Nvidia’s Jensen Huang is shuttling between Silicon Valley, Washington and Beijing, trying to navigate the toughest geopolitical bind of the company’s history. And Replit is locking in a multiyear partnership with Google to push vibecoding to the enterprise. Google’s Matt Renner and Replit’s Amjad Masad join Deirdre Bosa to discuss.

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Google announced an expanded partnership with vibe-coding startup Replit that brings the company deeper into the Google Cloud. We sit down with Google Cloud President Matt Renner and Replit CEO Amjad Masad to dig into what the deal means about the future of AI coding boom.

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Shares of Microsoft under pressure today even after the company pushed back on reporting that the tech giant was lowering AI sales quotas. But it's another piece of the rapidly evolving AI landscape as signs of pressure show over the “AI Agent” narrative.

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The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, asking them to refocus efforts on its core ChatGPT product. The memo could be proof that the once-AI leader’s moat is breached.

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OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We dig into the themes of the first three years of the AI trade and look to where the trade is going and what's at stake for the likes of the megacap players like Google, Microsoft, Meta and Amazon.

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This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to skeptics, now even industry insiders like Google’s Sundar Pichai and Demis Hassabis are voicing doubts. CNBC’s Deirdre Bosa speaks to Josh Woodward, Alphabet’s VP of Google Labs, Dan Niles, founder of Niles Investment Management, and founder of GPU management company Hydra Host Aaron Ginn for more.

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