Bonus: The DeepSeek Reckoning in Silicon Valley

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 27 January 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

M.G. Siegler is a writer and investor and the author of Spyglass. Siegler joins Big Technology for a bonus depisode to discuss DeepSeek R1, the Chinese open-source AI model and its impact on the tech industry. Tune in to hear why DeepSeek's ability to match OpenAI's performance at just 3-5% of the cost could upend the AI industry's economic model. We also cover the immediate market fallout, why Silicon Valley's scaling hypothesis might be invalidated, and what this means for companies like Microsoft, Google, and NVIDIA. Hit play for a timely analysis of one of the most significant developments in AI that could reshape the technology landscape. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	It's time for a bonus episode exclusively about Deepseek R1 as the Chinese open source AI model Royals markets and threatens to upend the generative AI industry.
0:12.0	That's coming up right after this.
0:14.0	Hey, I'm Michael Kovnet, host of The Next Big Idea Daily. The show is a masterclass in better living from some of the smartest
0:21.5	writers around. Every morning, Monday through Friday, we'll serve up a quick 10-minute lesson
0:26.6	on how to strengthen your relationships, supercharge your creativity, boost your productivity,
0:31.7	and more. Follow the next Big Idea Daily wherever you get your podcasts.
0:38.0	Have you been feeling the effects of stress, burnout, or anxiety at work?
0:42.7	Listen to the Anxious Achiever podcast to rethink the relationship between your career
0:47.6	and your mental health.
0:49.8	Get the Anxious Achiever wherever you find your podcasts and walk away with practical advice you can
0:55.7	implement today. Welcome to Big Technology Podcast. We're doing a bonus edition today exclusively
1:03.1	on DeepSeek, what it means for the AI industry, what it means for markets. We're going to
1:08.1	touch on technology. We're going to touch on business.
1:11.5	And so thrilled that you're here for a bonus episode with us.
1:14.8	We're joined today by M.G.
1:16.9	Siegler.
1:17.3	He's a writer and investor.
1:18.6	He writes Spyglass.
1:20.2	You can find it at Spyglass.org.
1:22.2	It's a great newsletter.
1:23.5	It's a must read for me.
1:25.2	And he has a great piece out called AI.
	...

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