Andrew Ross Sorkin
speaker
133 appearances
9 recordings
1 series
first heard Jan 2025
last heard 11 Apr
Andrew Ross Sorkin’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Apr 2026 with 1.
Appearances
Given what the government's been doing and this administration's been doing, it would not shock me, and I hate to speculate, if we were to find out that a whole bunch of people who work in Washington as our elected leaders, one way or the other, ultimately sold stocks last week, or potentially worse than that, shorted the market.
The Don Lemon Show · LEMON DROP | DeepSeek Shocks the World & U.S. Stocks Sink · 27 Jan 2025
podcast
Watch this.
Today, this week, last week, I think is going to be historic in terms of a major shift, an upending of the entire paradigm around artificial intelligence.
the big tech companies, the big chip companies, and everything else around it, including energy.
You know, for a very long time, last two years, we've talked about these scaling laws, this idea that for AI to get better and better, you need faster and faster chips.
They need to be putting tens and hundreds of billions of dollars of investment in place.
They need enormous amounts of energy to support all of that.
All of a sudden, literally in a week, we've now seen deep seek this Chinese large language model emerge where it appears it's all being done at a fraction of the energy, at a fraction of the chip usage.
And so if that is true,
It really changes the dynamic about all of these investments.
We just saw last week, Sam Altman, standing next, Sam Altman, OpenAI, standing next to President Trump talking about how they're going to invest, you know, $100 billion, $500 billion in chips.
And the question is, do you need all of that if, in fact, this small group, tiny group of 200 people figured out how to do this?
And these are the highest powered NVIDIA chips that they were not supposed to have.
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