Alex Wagner

But it doesn't matter because it's open source and available to everyone.

Oh, yeah. I think you're nailing the core point here, Tim, which is that, you know, I've had people replying to me, have fun using the app that's going to send all your data to the CCP. And it's actually, that's only a tiny part of it, right? The fact that anybody can download this innovation and use it on their own is actually the really interesting thing.

Oh, yeah. I think you're nailing the core point here, Tim, which is that, you know, I've had people replying to me, have fun using the app that's going to send all your data to the CCP. And it's actually, that's only a tiny part of it, right? The fact that anybody can download this innovation and use it on their own is actually the really interesting thing.

Oh, yeah. I think you're nailing the core point here, Tim, which is that, you know, I've had people replying to me, have fun using the app that's going to send all your data to the CCP. And it's actually, that's only a tiny part of it, right? The fact that anybody can download this innovation and use it on their own is actually the really interesting thing.

And you're already seeing it in production and perplexity. You're going to see American startups and startups worldwide start to download it and use it maybe instead of other open source models. like MetaLama until they catch up. So it can be used outside of deep seek servers. And that's why I think this is going to have staying power.

And you're already seeing it in production and perplexity. You're going to see American startups and startups worldwide start to download it and use it maybe instead of other open source models. like MetaLama until they catch up. So it can be used outside of deep seek servers. And that's why I think this is going to have staying power.

And you're already seeing it in production and perplexity. You're going to see American startups and startups worldwide start to download it and use it maybe instead of other open source models. like MetaLama until they catch up. So it can be used outside of deep seek servers. And that's why I think this is going to have staying power.

If it was just proprietary to deep seek, we'd be having a completely different conversation, but now we're talking about the technology that, Because the technology can really be used outside of the auspices of a Chinese firm. But yeah, why do they want to do it? We don't fully know yet. It could be that they just like discovery, right?

If it was just proprietary to deep seek, we'd be having a completely different conversation, but now we're talking about the technology that, Because the technology can really be used outside of the auspices of a Chinese firm. But yeah, why do they want to do it? We don't fully know yet. It could be that they just like discovery, right?

If it was just proprietary to deep seek, we'd be having a completely different conversation, but now we're talking about the technology that, Because the technology can really be used outside of the auspices of a Chinese firm. But yeah, why do they want to do it? We don't fully know yet. It could be that they just like discovery, right?

That would be sort of like the most naive and it's a possible explanation. They're a hedge fund, right? So could they have basically set their sights on creating something that's this efficient and shorted NVIDIA, right? NVIDIA was down 16% yesterday, right? It's bounced back a little bit as of this recording. I mean, that's another possibility.

That would be sort of like the most naive and it's a possible explanation. They're a hedge fund, right? So could they have basically set their sights on creating something that's this efficient and shorted NVIDIA, right? NVIDIA was down 16% yesterday, right? It's bounced back a little bit as of this recording. I mean, that's another possibility.

That would be sort of like the most naive and it's a possible explanation. They're a hedge fund, right? So could they have basically set their sights on creating something that's this efficient and shorted NVIDIA, right? NVIDIA was down 16% yesterday, right? It's bounced back a little bit as of this recording. I mean, that's another possibility.

And the third possibility that I can think of is that this was something that the Chinese government basically directed resources to. And we're only seeing the tip of the spear in terms of what was needed to develop the model. There was definitely a lot more money spent than the few hundred million that we know or the couple million that we know was spent for the last iteration.

And the third possibility that I can think of is that this was something that the Chinese government basically directed resources to. And we're only seeing the tip of the spear in terms of what was needed to develop the model. There was definitely a lot more money spent than the few hundred million that we know or the couple million that we know was spent for the last iteration.

And the third possibility that I can think of is that this was something that the Chinese government basically directed resources to. And we're only seeing the tip of the spear in terms of what was needed to develop the model. There was definitely a lot more money spent than the few hundred million that we know or the couple million that we know was spent for the last iteration.

And maybe that's a way to sort of assert China supremacy on AI and undercut the American AI initiative. But the bottom line here, I want to put this pretty clearly, is that this was coming. This was going to happen. whether it was going to come from an American firm or a Chinese firm.

And maybe that's a way to sort of assert China supremacy on AI and undercut the American AI initiative. But the bottom line here, I want to put this pretty clearly, is that this was coming. This was going to happen. whether it was going to come from an American firm or a Chinese firm.

And maybe that's a way to sort of assert China supremacy on AI and undercut the American AI initiative. But the bottom line here, I want to put this pretty clearly, is that this was coming. This was going to happen. whether it was going to come from an American firm or a Chinese firm.

And what deep seek proved was that you can do this with inferior chips and you can do this with a smaller team and you can do this much more efficiently. And I think, you know, that was going to happen one way or the other. So like the grand, like conspiracy theory thinking of like, you know, this is a Trojan horse that China has thrown into the United States to destroy our industry.