Deep Thoughts on DeepSeek with Dee Bosa

Q: How long is this episode of RiskReversal Pod?

This episode is 34 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on February 11, 2025.

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Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

Dan Nathan is joined by Deirdre Bosa, host of CNBC's TechCheck. They discuss the hype surrounding mega-cap tech earnings and the evolving AI landscape. Key topics include the impact of AI on tech giants like Nvidia, Microsoft, Google, and Amazon, particularly their capital expenditures and return on investment. They delve into the implications of DeepSeek's innovations, open source models, and the competitive AI field. The conversation also touches on the dynamics of the Microsoft-OpenAI relationship, the potential of AGI, and the market reactions to tech earnings. Additionally, they explore the future of ride-hailing companies like Uber and Lyft amid the rise of autonomous vehicles. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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