Bonus: The DeepSeek Reckoning in Silicon Valley

M.G. Siegler is a writer and investor and the author of Spyglass. Siegler joins Big Technology for a bonus depisode to discuss DeepSeek R1, the Chinese open-source AI model and its impact on the tech industry. Tune in to hear why DeepSeek's ability to match OpenAI's performance at just 3-5% of the cost could upend the AI industry's economic model. We also cover the immediate market fallout, why Silicon Valley's scaling hypothesis might be invalidated, and what this means for companies like Microsoft, Google, and NVIDIA. Hit play for a timely analysis of one of the most significant developments in AI that could reshape the technology landscape. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Want a discount for Big Technology on Substack? Here’s 40% off for the first year: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices