• 200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers

  • Jan 29 2025
  • Length: 1 hr and 23 mins
  • Podcast

200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers

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  • Summary

  • The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & Losers


    Timestamps:

    • (00:00:00) - Intro
    • (00:04:17) - DeepSeek Breakdown
    • (00:18:50) - Is DeepSeek a Psyop?
    • (00:46:01) - DeepSeek Founder's Background
    • (00:54:50) - DeepSeek's Impact on AI Landscape
    • (01:04:45) - Big Tech Winners & Losers



    What Is Not Investment Advice?

    Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.


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