Episode Details

This week, we discuss the latest news about DeepSeek, how to make sense of the countless hot takes, and a review of The Nvidia Way. Plus, some thoughts on Valentine’s Day.

Watch the YouTube Live Recording of Episode 504

Runner-up Titles

• The Paperclip Apocalypse
• Markets Over Management
• The Nest Egg
• This is cheaper than therapy
• Valentine’s Day
• “Turns out, guys…”
• You can burn a candle out, and when it’s out there’s no candle.
• I don’t think Jensen is struggling

Rundown

• DeepSeek
  • China's DeepSeek appears to have built AI models that rival OpenAI, while allegedly using much less money, chips, and energy.
  • DeepSeek FAQ
  • DeepSeek and the Enterprise
  • Four big reasons to worry about DeepSeek (and four reasons to calm down)
  • DeepSeek Disruption Has Its Upside
  • Dario Amodei — On DeepSeek and Export Controls
  • Bonus Clouded Judgement - Inference Time Compute
  • CEO Pat Gelsinger is already using DeepSeek instead of OpenAI at his startup, Gloo

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