Barry Weiss

Or did they find a way around the export control that had been set up by the Biden White House? Jeff, you want to take that one?

Or did they find a way around the export control that had been set up by the Biden White House? Jeff, you want to take that one?

Just to underline the point, you don't think there's any chance here that they really, truly innovate it. You're saying that it's all basically a sort of rehash or a steal of what we've already created.

Just to underline the point, you don't think there's any chance here that they really, truly innovate it. You're saying that it's all basically a sort of rehash or a steal of what we've already created.

Just to underline the point, you don't think there's any chance here that they really, truly innovate it. You're saying that it's all basically a sort of rehash or a steal of what we've already created.

I was texting with Neil Ferguson the day that this news came out, the historian and the free press columnist, and his basic take was a sentence, technological containment never works. Tyler, do you agree with that?

I was texting with Neil Ferguson the day that this news came out, the historian and the free press columnist, and his basic take was a sentence, technological containment never works. Tyler, do you agree with that?

I was texting with Neil Ferguson the day that this news came out, the historian and the free press columnist, and his basic take was a sentence, technological containment never works. Tyler, do you agree with that?

So one of the things that happened, I think the day or within a few days of DeepSeek sweeping the world, at least it felt like that the day that it came out, was that NVIDIA stock tanked by like 17 percent, indicating that the market certainly thought that they did this without the chips. Is that how you guys understood that news? Yeah.

So one of the things that happened, I think the day or within a few days of DeepSeek sweeping the world, at least it felt like that the day that it came out, was that NVIDIA stock tanked by like 17 percent, indicating that the market certainly thought that they did this without the chips. Is that how you guys understood that news? Yeah.

So one of the things that happened, I think the day or within a few days of DeepSeek sweeping the world, at least it felt like that the day that it came out, was that NVIDIA stock tanked by like 17 percent, indicating that the market certainly thought that they did this without the chips. Is that how you guys understood that news? Yeah.

Well, one of the assumptions that it seemed was shattered last week is this idea that largeness and scale meant being ahead, right? It seemed like the assumption or the consensus before this deep-seek innovation was that the large tech companies thought they were uniquely able to be ahead because of their size and their power.

Well, one of the assumptions that it seemed was shattered last week is this idea that largeness and scale meant being ahead, right? It seemed like the assumption or the consensus before this deep-seek innovation was that the large tech companies thought they were uniquely able to be ahead because of their size and their power.

Well, one of the assumptions that it seemed was shattered last week is this idea that largeness and scale meant being ahead, right? It seemed like the assumption or the consensus before this deep-seek innovation was that the large tech companies thought they were uniquely able to be ahead because of their size and their power.

And then you have this little small player like DeepSeek sort of turn that on its head. And it reminded me a little bit of, you know, a comparison between, let's say, SpaceX and NASA. For decades, we all thought only NASA could put a rocket into orbit. And then SpaceX, smaller, more agile, was able to do it. And now NASA seems more reliant on SpaceX.

And then you have this little small player like DeepSeek sort of turn that on its head. And it reminded me a little bit of, you know, a comparison between, let's say, SpaceX and NASA. For decades, we all thought only NASA could put a rocket into orbit. And then SpaceX, smaller, more agile, was able to do it. And now NASA seems more reliant on SpaceX.

And then you have this little small player like DeepSeek sort of turn that on its head. And it reminded me a little bit of, you know, a comparison between, let's say, SpaceX and NASA. For decades, we all thought only NASA could put a rocket into orbit. And then SpaceX, smaller, more agile, was able to do it. And now NASA seems more reliant on SpaceX.

So it makes sense for me, guys, of what this is. means in terms of the consensus about scale and whether or not that's actually the advantage?

So it makes sense for me, guys, of what this is. means in terms of the consensus about scale and whether or not that's actually the advantage?

So it makes sense for me, guys, of what this is. means in terms of the consensus about scale and whether or not that's actually the advantage?