This co-hosted podcast discusses the impact of Deep Seek R1, a new AI technology, on the AI market and investment strategies. The hosts begin by explaining Deep Seek's novel approach to AI model building—using existing models like ChatGPT to infer information rather than extensive training—and its implications for reducing costs and development time. They then analyze the market's reaction, noting significant stock market fluctuations and the shift in investment focus from training infrastructure to AI reasoning capabilities. Finally, the discussion touches on geopolitical implications, comparing Deep Seek's emergence to the Sputnik moment, and its potential to reshape the global AI landscape. The podcast concludes with advice for entrepreneurs to focus on customer needs and adapt to the rapidly changing AI market.
