Apple 'Air' Product Teased, DeepSeek's Theoretical 545% Margin, and Massive Gold Hydrogen Reserves Located - podcast episode cover

Apple 'Air' Product Teased, DeepSeek's Theoretical 545% Margin, and Massive Gold Hydrogen Reserves Located

Mar 05, 202511 min
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In this episode of 'Discover Daily', we begin with a tease from Apple CEO Tim Cook. His message on X that  "there's something in the air" has sparked speculation about new MacBook Air models featuring the M4 chip. These potential upgrades include a 25% boost in multi-core CPU performance, enhanced AI capabilities, and improved features like a 12MP Center Stage camera and Wi-Fi 6E support. Apple's shift to a more subtle announcement strategy marks a departure from their traditional product launch approach.

We also delve into the world of AI economics with Chinese startup DeepSeek's claim of a theoretical 545% cost-profit margin for its AI models. While this figure is based on calculations involving their V3 and R1 inference systems, real-world factors significantly reduce actual revenue. DeepSeek's aggressive pricing strategy and low development costs have sparked debate within the tech community and impacted AI-related stocks.

The episode's main focus is the discovery of vast "gold hydrogen" reserves beneath 30 U.S. states, as revealed by a groundbreaking USGS map. This natural hydrogen, formed through a process called serpentinization in geological formations known as rift-inversion orogens, could revolutionize clean energy production. The abundance and widespread distribution of these reserves may accelerate the transition to sustainable energy sources, potentially reshaping the global energy landscape and creating new economic opportunities in regions with significant deposits.

From Perplexity's Discover Feed:

https://www.perplexity.ai/page/apple-air-product-teased-QhTieZlcTwWodiMLzGzP3g

https://www.perplexity.ai/page/deepseek-s-theoretical-545-mar-_vk4xxCjSt.tLxQJCoU2sg

https://www.perplexity.ai/page/massive-gold-hydrogen-reserves-kRgxDixrTJCI1W17S2zcbw


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Transcript

Speaker 1

Welcome to Discover Daily , by Perplexity , your AI-curated digest of breakthroughs in tech , science and culture . I'm Alex . Today , we'll look at the discovery of massive gold hydrogen reserves which could have significant implications for clean energy production . But first let's look at what else is happening across the tech landscape , from product teasers to AI breakthroughs .

Let's start with some exciting news from Apple . Ceo Tim Cook has just dropped a hint about a new product launch . This week . In a brief video message shared on , x Cook stated there's something in the air . This message has set the tech world abuzz with speculation .

The phrase there's something in the air is particularly significant as it echoes Apple's tagline from the original MacBook Air launch back in 2008 . This has led many to believe that we're about to see the unveiling of new MacBook Air models featuring Apple's latest M4 chip .

If the rumors are true , what can we expect from this new MacBook Air models featuring Apple's latest M4 chip ? If the rumors are true , what can we expect from this new MacBook Air ? Reports suggest the M4 chip could bring a 25% boost in multi-core CPU performance compared to its predecessor .

We're also looking at an enhanced 16-core neural engine , which would significantly improve the device's AI and machine learning capabilities . Other potential upgrades include a 12-megapixel center stage camera for better video calls , support for Wi-Fi 6E and Bluetooth 5.3 , and a base configuration starting with 16 gigabytes of RAM .

These improvements aim to position the new MacBook Air as a powerful and efficient device for both everyday users and professionals working with AI-related tasks . Apple's approach to this announcement marks a shift from their traditional product launch strategy . Instead of a grand event , they've opted for a more subtle , modern approach using social media .

This aligns with Apple's recent move away from rigid annual product release cycles , adapting to the slower pace of technological advancements . While the MacBook Air with M4 chip seems the most likely candidate for this announcement , we should keep in mind that Apple has other Air products in the pipeline .

These include a new iPad Air expected in the coming months and even rumors of an iPhone 17 Air for later in the year . Moving on to our second story , chinese startup DeepSeek has made waves with its claim of a theoretical 545% cost-profit margin for its AI models . This figure is based on calculations involving their V3 and R1 inference systems .

Let's break down these numbers . Deepseq's calculation is based on a 24-hour run of its V3 and R1 inference models , with an average node occupancy of 226.75 . They estimated a daily operational cost of just over $87,000 for leasing NVIDIA H800 GPUs , against a potential revenue of $562,000 if all process tokens were billed at R1 model rates .

But this 545% figure is purely theoretical and doesn't reflect actual earnings . Real-world factors significantly reduce revenue , including free services , discounted rates and varying usage patterns . Despite these limitations , deepseek's disclosure provides valuable insights into the economics of AI inference services .

Deepseek's aggressive pricing strategy plays a key role in its market positioning . The company offers significantly lower rates compared to Western competitors like OpenAI or Anthropic .

Openai or Anthropic , for instance , their Premium R1 model is priced at $0.14 per million input tokens for cash hits and $0.55 per million for cash misses , with output tokens costing $2.00 and $0.19 per million .

But several factors impact actual revenue , including lower pricing for the V3 model , free access to web and app services , off-peak discounts and varying usage patterns . As a result , the actual profit margin of the DeepSeek R1 model is estimated to be closer to 85% . It's still impressive , but far from DeepSeek's theoretical percentage .

The 545% cost-profit margin has sparked debate within the tech community . Critics argue that the term profit margin is misleading as it implies realized earnings rather than a theoretical calculation . A more accurate description would be gross margin or contribution margin . The controversy highlights the need for standardized reporting metrics in the rapidly evolving AI industry .

It underscores the importance of clear communication when presenting financial data to the public and investors . This debate may lead to increased scrutiny of AI companies' financial claims and push for more transparent and consistent reporting practices across the sector . Deepseek's claims have had significant impacts on the AI industry .

Ai-related stocks experience volatility , with Nvidia losing nearly 17% of its value and over $588 billion in market capitalization . The company's low development costs of $5 to $6 million have challenged assumptions about necessary investments in AI infrastructure . Now let's dive into our main story of the day .

Scientists have unveiled a map revealing vast reserves of natural hydrogen , dubbed gold hydrogen , buried beneath 30 US states . This discovery challenges previous assumptions about geologic hydrogen availability and opens new possibilities for clean energy exploration .

The primary mechanism for large-scale natural H2 generation is a process called serpentinization of exhumed mantle material . This occurs when water interacts with certain rock types in the Earth's crust . Geological formations known as rift inversion origins have been identified as potential hotspots for natural H2 generation .

These are geological formations created by the folding of rift basins .

They offer several advantages over traditional rift environments for hydrogen production , including colder temperatures that provide optimal conditions for serpentinization and H2 production , the presence of suitable reservoirs and seals necessary for economic hydrogen accumulations and the formation of an orogenic hydrogen system analogous to petroleum systems .

Research suggests that rift inversion origins could produce up to 20 times more hydrogen annually compared to rifting environments . This makes them valuable targets for future exploration and development . The discovery presents a significant opportunity for clean energy production .

Unlike other forms of hydrogen production , gold hydrogen requires no energy input for extraction , making it potentially one of the cleanest and most cost-effective energy sources available . The US Geological Survey has released an interactive map showcasing potential locations for naturally occurring hydrogen gas reserves across the contiguous United States .

This innovative tool identifies regions where hydrogen may exist in large extractable quantities . Key findings from the map include highly prospective areas encompassing large portions of Michigan , eastern Kentucky , southern North Dakota and parts of Kansas , colorado , wyoming , iowa and Oklahoma .

Additional promising regions have been identified along the California coast and eastern seaboard . The USGS map is based on three critical geological factors suitable hydrogen sources , porous reservoir rocks and natural seals to trap the gas .

This comprehensive approach provides valuable insights for prioritizing future research and exploration efforts in regions with the highest likelihood of success . Before we conclude , a brief note on our own evolution at Perplexity . Our new deep research feature , launched earlier this month , now analyses hundreds of sources in minutes .

Think of it as deploying a personal research team through our web and mobile platforms . Through our web and mobile platforms , this cutting-edge tool combines autonomous reasoning with rapid processing to deliver exhaustive reports on specialized topics .

Deep research excels at expert-level tasks across various domains , from finance and marketing to product research , and is available on our desktop and mobile apps . That's it for today . Thanks for listening and thank you for your fan mail . We read and work to incorporate every bit of feedback we get , so thank you .

This is Alex , reminding you that every change begins with a simple question why Stay curious ?

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