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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
Yesterday
20VC: Do Margins Matter in AI? | Is Defensibility Gone For Good? | Is Vertical SaaS Dead in a World of AI | What SaaS Rules Are BS and No Longer Apply in a World of AI | The Future of Venture: Why Chanel vs Walmart is BS with Byron Deeter
Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors. Byron has led 19 unicorn investments, including IPO successes like ServiceTitan, Procore, Twilio, Box, Gainsight, Intercom, DocuSign, SendGrid. His portfolio includes eight compan ... Show More
1h 21m
Aug 21
20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker
Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen’s Databricks bet return $30B+? 18:10 – Who really gets rich when mega-u ... Show More
1h 27m
Aug 18
20VC: Lovable CEO Anton Osika on $120M in ARR in 7 Months | The Honest Truth About Defensibility and Unit Economics for AI Startups | The State of Foundation Models: Long Grok, Short OpenAI, Why | Replit vs Lovable vs Bolt: What Happens
Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just 7 months, they have scaled from $0 to $120M in ARR. They have raised over $200M in funding from some of the best including Accel, Creandum and 20VC. Their latest round priced the c ... Show More
1h 8m
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