Alex Wagner

But the important thing is they have actually open sourced this model. So if you are an AI developer, you can download the architecture. and then run it for yourself. So you can use DeepSeek without actually having to be on the DeepSeek proprietary website.

And that opens up a range of possibilities because whereas DeepSeek might be censoring some things, like you can't really ask who the president of Taiwan is on their website, you can go to Perplexity right now and use the DeepSeek model that they've downloaded and removed a lot of the censorship from, and it will give you the right answers.

And that opens up a range of possibilities because whereas DeepSeek might be censoring some things, like you can't really ask who the president of Taiwan is on their website, you can go to Perplexity right now and use the DeepSeek model that they've downloaded and removed a lot of the censorship from, and it will give you the right answers.

And that opens up a range of possibilities because whereas DeepSeek might be censoring some things, like you can't really ask who the president of Taiwan is on their website, you can go to Perplexity right now and use the DeepSeek model that they've downloaded and removed a lot of the censorship from, and it will give you the right answers.

So that to me is like the real core thing here, which is that you can not only use their chatbot, You can not only use their technology, but American firms and firms worldwide today are downloading this model. They're running it as efficiently as the folks in China, and they're able to customize it and build on top of it in a way that might go against the values that the DeepSeek team has.

So that to me is like the real core thing here, which is that you can not only use their chatbot, You can not only use their technology, but American firms and firms worldwide today are downloading this model. They're running it as efficiently as the folks in China, and they're able to customize it and build on top of it in a way that might go against the values that the DeepSeek team has.

So that to me is like the real core thing here, which is that you can not only use their chatbot, You can not only use their technology, but American firms and firms worldwide today are downloading this model. They're running it as efficiently as the folks in China, and they're able to customize it and build on top of it in a way that might go against the values that the DeepSeek team has.

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

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

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.