Deep Thoughts on DeepSeek with Dee Bosa

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 February 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck. They discuss the hype surrounding mega-cap tech earnings and the evolving AI landscape. Key topics include the impact of AI on tech giants like Nvidia, Microsoft, Google, and Amazon, particularly their capital expenditures and return on investment. They delve into the implications of DeepSeek's innovations, open source models, and the competitive AI field. The conversation also touches on the dynamics of the Microsoft-OpenAI relationship, the potential of AGI, and the market reactions to tech earnings. Additionally, they explore the future of ride-hailing companies like Uber and Lyft amid the rise of autonomous vehicles. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

0:00.0	Will M&A pick up in 2024? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.0	a podcast from RBC Capital Markets to get fresh insights on the trends and market forces impacting
0:13.2	deal flow across sectors and find out how companies and investors are preparing for a potential
0:18.4	surge in deal activity and what signals to watch for this year.
0:23.3	Listen and subscribe to Strategic Alternatives, the RBC Capital Markets podcast today,
0:28.7	wherever you get your podcasts.
0:31.6	Guy, I'm sure you're already up to speed on all things current.
0:34.7	Of course I am.
0:35.4	Their app makes managing your money saving even building credit
0:38.5	super easy, Dan. They have a new feature called Paycheck Advance. You can get up to 500 bucks before
0:44.3	payday when you switch your paycheck and qualify. Now that I didn't know. So now when you sign up
0:49.6	and you set up direct deposit, you unlock so much more. And it's super easy to get started.
0:55.0	Just go to current.com slash okay. That's okayay. That's current.com slash okay.
1:01.6	Current is a financial technology company, not a bank. Banking services provided by Choice Financial Group
1:07.4	member FDIC and Cross River Bank member FDIC. Paycheck Advance is offered by Finco
1:13.0	Advance LLC, a financial technology company, not a bank. Eligibility and available amounts may
1:18.7	vary and are subject to change at any time. For full terms and conditions, visit current.com
1:23.6	or call 888-851-1172 for more information.
1:30.3	All right, welcome to the Risk Reversal podcast.
1:33.6	I'm Dan Nathan, joined by Dear Jibosa.
1:35.4	She is the host of CNBC's Tech Check.
1:37.8	Debo, welcome.
	...

Transcript will be available on the free plan in -45 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.