logo
episode-header-image
Jan 2025
55m 24s

Deepseek Offers Lower-Cost AI Model

bloomberg
About this episode

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence Senior Technology Analyst Mandeep Singh discusses Deepseek, a Chinese AI startup, that has demonstrated breakthrough AI models offering comparable performance to the world's best chatbots at a fraction of the cost. Bloomberg News US Semiconductor & Networking Reporter Ian King looks at the Deepseek impact on Nvidia. Bloomberg Businessweek Columnist Max Chafkin shares the details of his Businessweek story Musk Can’t Help Bringing His Rivalries to DC. Ian Wyatt, Senior VP and Director of Economics at Huntington Commercial Bank, provides a preview of this week’s Fed meeting and rate decision. Suzanne Dann, CEO, Americas at Wipro, talks about industries leading in AI adoption. And we Drive to the Close with Aaron Kennon, CEO at Clear Harbor Asset Management.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Trump Denies Plan to Ax Powell After Floating Idea to Lawmakers
Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.President Donald Trump denied he is seeking to remove Federal Reserve Chair Jerome Powell, after raising the idea in a closed-door meeting with congressional Republicans that leaked to the media.“ ... Show More
32m 23s
Yesterday
Instant Reaction: Trump Reportedly Considers Firing Fed Chair Powell
President Donald Trump is likely to fire Federal Reserve Chair Jerome Powell soon, a White House official said, and discussed the possible move in a meeting with congressional Republicans on Tuesday night. While the lawmakers voiced support for the move, which would likely roil f ... Show More
7m 26s
Yesterday
ICYMI: The Business of Risk
AXIS is a global specialty commercial insurer that covers risks for businesses that can’t normally obtain standard insurance coverage. The commercial reinsurer boasts customers spanning a range of industries. Examples of the specialty coverage lines at AXIS include property, casu ... Show More
7m 27s
Recommended Episodes
Jul 2024
After The AI Gold Rush with Guy Adami | Okay, Computer.
Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The con ... Show More
33m 45s
Mar 2025
SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25
A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: covering e ... Show More
51m 36s
Mar 2025
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:- The coming generation of chips.- Increased competition from hyperscalers. - Partnerships in fast food, autonomous ... Show More
33m 19s
Dec 2023
Of Mega Trends and VC Men | Okay, Computer.
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.  Key Insights from the Pod: Intro (Listen to the last ... Show More
54m 19s
Jan 2025
The inside tip on how Tesla CEO Elon Musk is able to deliver on his big ambitions
The venture capital industry has no shortage of ideas right now in the AI space. Companies specializing in everything from mobility to software to chip design are trying to cash in on the AI boom, and VCs are aiming to be there to grow entrepreneurs and drive returns for their in ... Show More
26m 16s
Jan 2025
China's DeepSeek has US questioning AI innovation pace: Snowflake CEO weighs in
AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model mak ... Show More
24m 14s
Sep 2024
A Lessin In Gen AI with Sam Lessin of Slow Ventures | Okay, Computer.
Dan Nathan and Deirdre Bosa explore Amazon's strategic investment in Anthropic, the potential of Apple's upcoming AI features, and the importance of cloud service credits in AI investments. The regulatory challenges and future of TikTok in the US market are also scrutinized.After ... Show More
1h 4m
Apr 10
246. Alok Sama on corporate finance in the fast lane
Alok Sama spent years in corporate finance and as a managing director at Morgan Stanley before joining Softbank as CFO and plunging into founder-CEO Masayoshi Son’s world of high-speed, high-risk decision making. For Sama, the shift involved many eye-opening experiences, which he ... Show More
46m 58s
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Mar 2025
Nvidia’s New AI Offerings, Musk Buys More X Shares
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard enterprise AI. And Elon Musk has been buying more shares of his social media compa ... Show More
43m 2s