The introduction of DeepSeek-R1 has made waves in the market, challenging OpenAI's model and causing a significant shift in the US market cap, with a trillion dollars vanishing overnight. What exactly is happening, and what do business leaders need to know?

In this episode, we're deep-diving into the new open-source LLM, exploring its strengths and weaknesses, and discussing the potential implications for your business. Join us as we unpack the transformative power of DeepSeek-R1 and what it means for the future of technology and commerce.

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Outline:

• 00:00 - Introductions
• 1:30 - What's going on with DeepSeek?
• 5:39 - The differences in DeepSeek and other models
• 12:04 - How does a no-name company create such a splash?
• 18:50 - If you're a large tech company investing in hardware, what should you do now?
• 31:25 - Is it now cost-effective enough for organizations to build their own models?
• 38:45 - What are the strategic advantages to leveraging an open-source model?
• 41:40 - Are closed-source models still viable?
• 47:54 - The geopolitical implications of these developments
• 55:13 - Is this the end of NVIDIA?
• 58:29 - Biggest takeaway