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DeepSeek Leak with Gene Munster | Okay, Computer. episode artwork

EPISODE · Jan 28, 2025 · 35 MIN

DeepSeek Leak with Gene Munster | Okay, Computer.

from RiskReversal Pod · host RiskReversal Media

Dan Nathan and Gene Munster discuss the recent market turbulence caused by the emergence of DeepSeek, a Chinese AI company claiming to outperform OpenAI's models. They explore the implications for established tech giants like Nvidia, Meta, and Apple, and consider the broader consequences for the AI industry. Munster highlights the potential for a shift in market dynamics and investor sentiment, emphasizing the geopolitical and technological significance of Deep Seek's advancements. The episode closes with a look at upcoming earnings from Apple and Meta. Articles Referenced Gavin Baker on DeepSeek (X) Marc Andreessen warns Chinese ChatGPT rival DeepSeek is ‘AI’s Sputnik moment’ (Fortune) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

What this episode covers

Dan Nathan and Gene Munster discuss the recent market turbulence caused by the emergence of DeepSeek, a Chinese AI company claiming to outperform OpenAI's models. They explore the implications for established tech giants like Nvidia, Meta, and Apple, and consider the broader consequences for the AI industry. Munster highlights the potential for a shift in market dynamics and investor sentiment, emphasizing the geopolitical and technological significance of Deep Seek's advancements. The episode closes with a look at upcoming earnings from Apple and Meta. Articles Referenced Gavin Baker on DeepSeek (X) Marc Andreessen warns Chinese ChatGPT rival DeepSeek is ‘AI’s Sputnik moment’ (Fortune) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

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DeepSeek Leak with Gene Munster | Okay, Computer.

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How long is this episode of RiskReversal Pod?

This episode is 35 minutes long.

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This episode was published on January 28, 2025.

What is this episode about?

Dan Nathan and Gene Munster discuss the recent market turbulence caused by the emergence of DeepSeek, a Chinese AI company claiming to outperform OpenAI's models. They explore the implications for established tech giants like Nvidia, Meta, and...

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