BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next? episode artwork

EPISODE · Jan 30, 2025 · 1H 15M

BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

from The Ben and Emil Show · host Ben and Emil

If a Chinese tree falls in the woods, does it make a sound? You bet it does. In this case the tree is DeepSeek, and the woods are the US stock market, and the sound is about $1.5 TRILLION dollars in value wiped out in a single day. In this episode we'll break down what happened, why the market reacted how it did, why it matters, and more importantly...what happens next. PLUS we talk with CITRINI, the investing wizard who was early to the AI trade and the GLP-1 trade to get his thoughts. This week's bonus episode is a damn classic you won't want to miss. https://benandemilshow.com BOSTON! Less than 10 tickets left for next week's show! https://thewilbur.com/armory/artist/ben-and-emil/ LINK TO OUR DISCORD: https://discord.gg/CjujBt8g Subscribe to Emil's Substack: https://substack.com/@emilderosa Leave a comment! Like this video! Tell a friend about our show! __ GOODR: Get yourself some high quality inexpensive sunglasses from Goodr! Go to https://goodr.com/BAES and use code BAES for free shipping. Goodr also offers a 30 day money back guarantee and 100% satisfaction. __ Latest MEATBALL SPECIAL HERE: https://youtu.be/uIOdsIn1Tdo Last week's episode HERE: https://youtu.be/nR1D-4Y2f84 We bought suits HERE: https://youtu.be/_cM1XqA9n2U This episode was edited by Connor Rousseau / @ conrad_roussrad Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

If a Chinese tree falls in the woods, does it make a sound? You bet it does. In this case the tree is DeepSeek, and the woods are the US stock market, and the sound is about $1.5 TRILLION dollars in value wiped out in a single day. In this episode we'll break down what happened, why the market reacted how it did, why it matters, and more importantly...what happens next. PLUS we talk with CITRINI, the investing wizard who was early to the AI trade and the GLP-1 trade to get his thoughts. This week's bonus episode is a damn classic you won't want to miss. https://benandemilshow.com BOSTON! Less than 10 tickets left for next week's show! https://thewilbur.com/armory/artist/ben-and-emil/ LINK TO OUR DISCORD: https://discord.gg/CjujBt8g Subscribe to Emil's Substack: https://substack.com/@emilderosa Leave a comment! Like this video! Tell a friend about our show! __ GOODR: Get yourself some high quality inexpensive sunglasses from Goodr! Go to https://goodr.com/BAES and use code BAES for free shipping. Goodr also offers a 30 day money back guarantee and 100% satisfaction. __ Latest MEATBALL SPECIAL HERE: https://youtu.be/uIOdsIn1Tdo Last week's episode HERE: https://youtu.be/nR1D-4Y2f84 We bought suits HERE: https://youtu.be/_cM1XqA9n2U This episode was edited by Connor Rousseau / @ conrad_roussrad Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

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BAES 85: Did DeepSeek Pop the AI Bubble? And What's Next?

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This episode was published on January 30, 2025.

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If a Chinese tree falls in the woods, does it make a sound? You bet it does. In this case the tree is DeepSeek, and the woods are the US stock market, and the sound is about $1.5 TRILLION dollars in value wiped out in a single day. In this episode...

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