In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framework for viewing the different AI models, and much more. Enjoy!
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https://blockworks.co/event/digital-asset-summit-2025-new-york
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Timestamps:
(00:00) Introduction
(01:25) DeepSeek's Revolutionary AI Model
(04:43) Implications for GPU Demand and Training Costs
(07:48) Geopolitical Tensions and AI Development
(16:04) Ads (Skale, Ledger)
(17:10) Future of AI and Technological Adoption
(26:56) Ads (Skale, Ledger)
(28:11) Winners and Losers in the AI Market
(29:18) Energy Consumption and AI
(31:27) The Future of AI Models
(33:15) AI's Impact on Employment and Economy
(36:14) The Reality of AI Advancements
(43:46) Economic Models and AI
(49:46) Final Thoughts
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.