DeepSeek vs. OpenAI: What This Means for AI Startups with Ryan Henry

Let's get ... deeper... into AI startups + AI business models + where Deepseek fits with a product-focused family office VC's perspective. We go beyond the freak out headlines and get into what's happening, how the models and DeepSeek work, and how to think about your AI startup.01:00 - A family office VC’s AI perspective04:30 - AI startups: How investors really think08:45 - AI as a business: Feature vs. product12:20 - How AI models actually work and think18:10 - The business models of AI and OpenAI’s strategy24:00 - Startups vs. incumbents: How to win in the AI era30:15 - DeepSeek’s role and where it fits in35:40 - AI's real economic moats40:25 - What’s next for AI startups? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.decelerator.media