#84: China's DeepSeek Shakes the Tech World
from More or Less Hosted by Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
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? We’re also on ↓ X: https://twitter.com/moreorlesspod Instagram: https://instagram.com/moreorless Spotify: https://podcasters.spotify.com/pod/show/moreorlesspod Connect with us here: 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
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