Episode description

DeepSeek—a name no one had even heard of until last week—has since given Big Tech a run for its money.

Soon after the news, they torched $1 trillion from Nvidia and other giants' market caps.

And while AI researchers call it “distillation,” aren’t LLMs recursive by design? Everyone’s distilling someone else’s work.

The real question: Did DeepSeek actually crack efficient training? Or just drop the right meme at the right time?

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1) Sam Lessin: https://x.com/lessin

2) Dave Morin: https://x.com/davemorin

3) Jessica Lessin: https://x.com/Jessicalessin

4) Brit Morin: https://x.com/brit

(00:00:00) Trailer

(00:01:03) Under the weather

(00:01:43) News overload

(00:05:16) Subscriptions, trust, parasocial relationships

(00:14:21) DeepSeek and meme warfare

(00:29:09) Meme coins and the future of digital economy

(00:39:03) Regulation and trends

(00:44:04) AI is the tale of two cities

(00:49:40) Meta's strategic position

(00:55:29) DeepSeek questions

(00:59:13) Sam's watchlist

(01:01:35) Outro