logo
episode-header-image
Jan 2025
32m 12s

DeepSeek and AI’s Efficiency Era

The Motley Fool
About this episode

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 software prowess and efficiency will be the major themes for AI in 2025.

- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.


(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.


Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC


Host: Dylan Lewis

Guests: Tim Beyers, David Meier, John Zahurancik

Engineers: Rick Engdahl


Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
Starbucks' China Challenge and Decoding Meta's AI Push
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewea ... Show More
20m 38s
Jul 8
Is Amazon the Best Prime Day Deal?
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions ... Show More
15m 6s
Jul 7
Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ... Show More
19m 51s
Recommended Episodes
Mar 2025
#217 Josh Wolfe: Human Advantage in the World of AI
While Silicon Valley chases unicorns, Josh Wolfe hunts for something far more elusive: scientific breakthroughs that could change civilization. As co-founder and managing partner of Lux Capital, he's looking for the kind of science that turns impossible into inevitable. Josh does ... Show More
2h 2m
Dec 2024
The Truth About AI in Marketing with Shelly Palmer
AI won't replace humans. But it will dramatically change how we work. And brands that don't commit to AI will eventually find themselves struggling to keep up with savvy competitors, according to tech expert Shelly Palmer. So what’s really at stake here? In this episode, Elena, A ... Show More
35m 53s
Apr 15
#224 Bret Taylor: A Vision for AI’s Next Frontier
What happens when one of the most legendary minds in tech delves deep into the real workings of modern AI? A 2-hour long masterclass that you don’t want to miss. Bret Taylor, current chairman of OpenAI, unpacks why AI is transforming software engineering forever, how founders can ... Show More
2h 11m
Mar 2025
Would You Rather...? (AI Edition)
Would you rather trust an AI decision-making system that's 90% accurate but a total black box, or one that's only 70% accurate but fully explainable? What about AI that predicts your next big revenue stream with 30% certainty versus AI that boosts your operations by 70%? In this ... Show More
33m 31s
Jun 11
The AI Minded Path to Scalable and Responsible Innovation Across the Enterprise - with James Raybould of Turing Intelligence
Enterprise leaders are no longer asking if they should adopt AI — the question is how to do it effectively. In this episode, Emerj Editorial Director Matthew DeMello speaks with James Raybould, SVP and GM of Turing Intelligence at Turing, about what distinguishes successful enter ... Show More
31m 18s
Mar 2025
Insiders React: AI Voices Get TOO Real + NVIDIA’s Earnings Drama, Microsoft’s Sneaky AI Move, Alexa’s Big Update
Are you ready for AI that sounds indistinguishable from a human? The future is arriving faster than you might think. In this episode, Chris and Yaniv dive into the latest developments in AI, from NVIDIA's blockbuster earnings to Amazon's new AI-powered Alexa to eerily rea ... Show More
50m 3s
Feb 2024
AI in Universities and the Workplace | UC Irvine's Tom Andriola | Artificial Intelligence Podcast
In this episode of the AI For All Podcast, Tom Andriola, Vice Chancellor and Chief Digital Officer at UC Irvine, joins Ryan Chacon and Neil Sahota, to discuss the impact of AI in universities and the workplace. The conversation covers how AI tools can transform education and busi ... Show More
34m 41s
Jul 2024
38: Are we vastly underestimating AI? with Dwarkesh Patel
A couple hundred people in San Francisco may be on the cusp of inventing artificial general intelligence (AGI). Yet most people are not paying close attention, are skeptical, and are certainly not in the room. Dwarkesh pulls back the curtain so that the broader public can underst ... Show More
53m 26s
Jul 2024
How AI is opening up new markets and impacting the startup status quo with Sarah Guo and Elad Gil
This week on No Priors, we have a host-only episode. Sarah and Elad catch up to discuss how tech history may be repeating itself. Much like in the early days of the internet, every company is clamoring to incorporate AI into their products or operations while some legacy players ... Show More
29m 12s
May 2024
Separating AI Hype from AI Hope
Is AI poised to solve all of humanity’s problems or are we headed for a tech-driven catastrophe?  In this episode of AI Knowhow, we dive into the polarizing world of AI hysteria to separate the hype from the hope.  Courtney, David, and Mohan break down where AI has been overhyped ... Show More
32m 36s