The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.
(00:14) Tim Beyers and Dylan Lewis discuss:
- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.
- Why softw ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
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Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Jan 2025
DeepSeek is shaking up the AI world
In this podcast episode, Jamie and Jaeden discuss DeepSeek, a Chinese AI company that has made significant waves in the AI landscape and the stock market. They explore the features and limitations of DeepSeek, its impact on Nvidia's stock, and the implications of censorship in AI ... Show More
16m 28s
Feb 2025
Navigating AI Innovation and Data Privacy
In this conversation, Jamie and Jaeden discuss the recent developments surrounding DeepSeek, an AI software from China that has garnered international attention. They explore the implications of its technology, the data privacy concerns raised by various countries, and the potent ... Show More
12m 27s
Jan 2025
China's AI challenger sends shockwaves
<p>After US stocks notched their best start to a presidential term since 1985 last week, DeepSeek, China's answer to ChatGPT, is making big waves in the tech sector. The AI startup is gaining significant traction and sending US stock futures sharply lower. Mensur Pocinci, Head of ... Show More
10m 27s
Jan 2025
DeepSeek Threatening Nvidia: US Gov Responds
Jaeden Schafer discusses the emergence of DeepSeek, a new AI competitor to ChatGPT, highlighting its capabilities, unique features, and the implications of its censorship practices. The discussion delves into the cost efficiency of DeepSeek compared to other AI models, its impact ... Show More
17m 46s