DeepSeek Rises, Stargate Drama, OpenAI’s Operator Debuts

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

🗓️ 24 January 2025

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) DeepSeek r1, an efficient, cheap reasoning model from China 2) How DeepSeek stacks up against the state of the art 3) Does DeepSeek invalidate the billions of dollars invested in current foundational models 4) DeepSeek's wild origin story 5) How DeepSeek changes U.S. and China's AI rivalry 6) OpenAI, Softbank, and Oracle team up to invest up to $500 billion in AI infrastructure in a program called Stargate 7) But do they have the money? 8) Will Stargate test the limits of the scaling hypothesis 9) OpenAI's Operator agent debuts 10) Will people want Operator? 11) Analysts downgrade Apple after Apple Intelligence disappoints 12) Wait, TikTok is still here? --- 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	The AI world is buzzing as a cheap, effective open source model rivals competitors built for billions.
0:06.1	OpenAI, Oracle, and SoftBank put a half trillion dollars in Stargate, but is the money really there?
0:12.2	Agents may finally be here, and TikTok is still alive.
0:15.8	That's coming up on a Big Technology podcast Friday edition right after this.
0:20.9	Hi, I'm Jonathan Fields.
0:22.7	Tune in to my podcast for conversations about the sweet spot between work, meaning, and joy.
0:28.7	And also listen to other people's questions about how to get the most out of that thing we call work.
0:34.1	Check out SPART wherever you enjoy podcasts.
0:41.1	Have you been feeling the effects of stress,
0:47.2	burnout, or anxiety at work? Listen to the Anxious Achiever podcast to rethink the relationship between your career and your mental health. Get the Anxious Achiever wherever you find your
0:52.7	podcasts and walk away with practical advice you can implement today.
0:58.4	Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional cool-headed and nuanced format.
1:04.7	Wow, we have a big show for you today.
1:06.3	We're going to cover everything from this new model called DeepSeek, an open source cheap model from China that is
1:12.4	totally reshuffling the AI world as we know it. We're also going to talk about the big project
1:17.8	called Stargate, where Open AI Oracle and SoftBank are putting maybe up to $500 billion
1:24.0	into an AI infrastructure project that Open AI is going to use.
1:28.4	Open AI has also released Operator, a new agentic model, and TikTok's still here.
1:34.2	Joining us, as always, to discuss all this and more is Ron John Roy of margins.
1:38.2	Ron John, welcome to the show.
1:39.9	Man, we got real news, some fake news, everything in between.
1:44.0	I don't even know where TikTok falls in that, but I'm ready.
	...

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