logo
episode-header-image
Jan 2025
55m 8s

20VC: Deepseek Special: Is Deepseek a We...

Harry Stebbings
About this episode

Jonathan Ross is the Co-Founder and CEO of Groq, providing fast AI inference. Prior to founding Groq, Jonathan started Google’s TPU effort where he designed and implemented the core elements of the original chip. Jonathan then joined Google X’s Rapid Eval Team, the initial stage of the famed “Moonshots factory,” where he devised and incubated new Bets (Units) for Alphabet. 

The 10 Most Important Questions on Deepseek:

  1. How did Deepseek innovate in a way that no other model provider has done?

  2. Do we believe that they only spent $6M to train R1?

  3. Should we doubt their claims on limited H100 usage? Is Josh Kushner right that this is a potential violation of US export laws?

  4. Is Deepseek an instrument used by the CCP to acquire US consumer data?

  5. How does Deepseek being open-source change the nature of this discussion?

  6. What should OpenAI do now? What should they not do?

  7. Does Deepseek hurt or help Meta who already have their open-source efforts with Lama?

  8. Will this market follow Satya Nadella’s suggestion of Jevon’s Paradox?

  9. How much more efficient will foundation models become?

  10. What does this mean for the $500BN Stargate project announced last week?

 

Up next
Today
20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire
Agenda: [00:00] The AI Talent Crisis No One’s Ready For [03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta [12:00] Meta’s AI Talent Magnet: Will It Actually Work? [15:00] Cursor Is Breaking the Market: Can Anyone Compete? [18:30] OpenAI ... Show More
1h 7m
Jul 7
20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect & How it Makes Young Men Radical
Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books ... Show More
1h 10m
Jul 3
20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents
AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – ... Show More
1h 11m
Recommended Episodes
Mar 2025
Applied AI: Using AI to Go From Insights to Execution
Your data is trying to tell you something. Are you listening? AI isn’t just about insights. It’s about execution. In this episode of AI Knowhow from Knownwell, CMO Courtney Baker is joined by CEO David DeWolf, Chief Product Officer Mohan Rao to explore how AI is reshaping executi ... Show More
36m 34s
Jun 11
Why Big Tech Is Spending Millions to Partner with Smart AI Startups
What if the next big wave in marketing isn’t about targeting people at all—but impressing their AI agents instead?Abhay Parasnis, CEO of Typeface and former CTO at Adobe, joins us to explain why the future of brand discovery is less “search bar” and more “autonomous agents doing ... Show More
1h 9m
Sep 2024
Fri. 09/27 – Sam Altman Declines To Go “Founder Mode”
Founder Mode? Not for me, says Sam Altman, but we will see. A few new gadgets from Samsung. Maybe ARM should buy Intel. Are AI startups hitting revenue traction faster than SaaS startups did? And, of course, the Weekend Longreads Suggestions.Links:Sam Altman tells OpenAI staff th ... Show More
16m 57s
Feb 2025
Scaling AI: Building the Right AI Team
You’re smart. You know your business. But do you know how to build the right AI team? It’s harder than it looks, and the old playbook won’t cut it. In this episode, host Courtney Baker is joined by CEO David DeWolf, Chief Product & Technology Officer Mohan Rao, and NordLight CEO ... Show More
33m 21s
May 15
AI is Making Enterprise Search Relevant, with Arvind Jain of Glean
Arvind Jain joins Sarah and Elad on this episode of No Priors. Arvind is the founder and CEO of Glean, an AI-powered enterprise search platform. He previously co-founded Rubrik and spent over a decade as an engineering leader at Google. In this episode, Arvind shares how LLMs are ... Show More
31m 34s
May 19
Is Every Company Now an AI Company?
The buzz is deafening—every company is now an AI company...or are they? Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unpack whether the AI revolution is as widespread as the hype suggests. They explore what it re ... Show More
34m 5s
Jan 2025
The Unraveling of OpenAI and Microsoft's Bromance
Some of the world’s most prominent names in technology are pledging billions to build artificial-intelligence infrastructure in the U.S. in a joint venture called Stargate. Notably missing? Microsoft. WSJ’s Tom Dotan explains how the partnership that launched the AI boom has dete ... Show More
21m 7s
Jan 2025
Here's Why DeepSeek is a Wake-Up Call for AI Titans
Chinese AI startup DeepSeek shot to global fame after the launch of its R1 chatbot, seen as a rival to the likes of ChatGPT. But how disruptive will its apparently cheaper business model be to the global tech industry? Bloomberg's Tom Mackenzie joins us to explain.See omnystudio. ... Show More
8m 18s
Jul 2024
Google’s talks to buy Wiz, and the gap between AI spending and AI revenue
On today’s episode of Equity, Rebecca Bellan explored Google’s reported talks to acquire Wiz, a cloud security company, for around $23 billion. Wiz provides an “all-in-one approach to cloud security,” pulling data from Amazon Web Services, Microsoft Azure, Google Cloud and others ... Show More
8m 1s