We react to Wes Roth on DeepSeek model controversy, AI industry hype, and the impact of GPU shortages, plus insights into tech reporting and AI business models.
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Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.
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Chapters
00:00 – DeepSeek model controversy and media hype
00:42 – Introduction to the podcast and hosts
01:02 – The problem with tech media “human centipede” reporting
02:00 – Open-source AI models and industry competition
03:16 – How DeepSeek actually optimized GPUs
04:07 – The rush for clicks and exaggerated AI news
04:27 – The All-In podcast backlash and AI reporting credibility
05:12 – DeepSeek’s open-source contributions and impact
06:39 – AI model profit margins and the real business potential
07:29 – Stock-based compensation and tech company profitability
08:25 – Understanding AI model cost structures and margins
09:31 – Investment perspectives on AI and tech startups
10:13 – The podcast’s goal: cutting through AI hype
11:21 – Nvidia GPU embargoes and their effectiveness
12:26 – Are AI export restrictions actually helping China?
13:31 – China’s AI talent and competition with the U.S.
14:19 – Huawei’s progress in building competitive GPUs
15:19 – How long can Nvidia maintain its dominance?
16:14 – Emerging competitors in AI inference hardware
17:13 – Nvidia’s potential strategy to compete in inference
18:08 – Could Nvidia acquire AI inference startups?
19:38 – Proposed AI legislation and concerns over DeepSeek
20:28 – Espionage concerns with Chinese tech products
21:04 – Different reactions to U.S. vs. Chinese tech tracking
21:26 – AI models and government paranoia
21:43 – Closing thoughts and AI industry outlook
