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

Not Investment Advice

Jan 29, 2025•1 hr 23 min

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Episode description

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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