#84: China's DeepSeek Shakes the Tech World
#84: China's DeepSeek Shakes the Tech World
1Description
DeepSeek—a name no one had even heard of until last week—has since given Big Tech a run for its money.
Soon after the news, they torched $1 trillion from Nvidia and other giants' market caps.
And while AI researchers call it “distillation,” aren’t LLMs recursive by design? Everyone’s distilling someone else’s work.
The real question: Did DeepSeek actually crack efficient training? Or just drop the right meme at the right time?
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1) Sam Lessin: https://x.com/lessin
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(00:00:00 ) Trailer
(00:01:03 ) Under the weather
(00:01:43 ) News overload
(00:05:16 ) Subscriptions, trust, parasocial relationships
(00:14:21 ) DeepSeek and meme warfare
(00:29:09 ) Meme coins and the future of digital economy
(00:39:03 ) Regulation and trends
(00:44:04 ) AI is the tale of two cities
(00:49:40 ) Meta's strategic position
(00:55:29 ) DeepSeek questions
(00:59:13 ) Sam's watchlist
(01:01:35 ) Outro
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