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 on the market, and the potential for innovation and competition in the AI lands ... Show More
Yesterday
Google Must 1,000X AI Compute, Increases CapEx to $93B
<p>In this episode, we unpack Google’s internal directive that its AI compute capacity must double every six months to keep up with surging demand. We explore what this pace means for Google’s infrastructure strategy and the future of large-scale AI growth.</p><p><br></p><ul><li> ... Show More
12m 21s
Jan 2025
DeepSeek is shaking up the AI world
<p>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 ... Show More
14m 52s
Feb 2025
Navigating AI Innovation and Data Privacy
<p>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 pot ... Show More
10m 51s
Oct 2024
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with J ... Show More
1h 21m
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's ... Show More
54m 6s
Jul 2025
AI and Cybersecurity: A Deep Dive into Enterprise Applications and Digital Sovereignty with Krish Banerjee
In this episode of Cybersecurity Today, host Jim Love engages in a comprehensive conversation with Krish Banerjee, the Canada Managing Director at Accenture for AI and Data. They delve into the stark difference between perceived and actual preparedness for cybersecurity in the fa ... Show More
50m 50s