DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel
Bankless28 Tammi 2025

DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel

China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.

------
BANKLESS SPONSOR TOOLS:


🪙FRAX | SELF SUFFICIENT DeFi
https://bankless.cc/Frax


🦄UNISWAP | BUG BOUNTY PROGRAM
https://bankless.cc/Uniswap-Bug-Bounty


⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum


🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle


🌐CELO | BUILD TOGETHER AND PROSPER
https://bankless.cc/Celo


🎮RONIN | THE FUTURE OF WEB3 GAMING
https://bankless.cc/Ronin

-----
✨ Mint the episode on Zora ✨
https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------
TIMESTAMPS
00:00 Start
05:20 Intro To Jeff
07:27 The Issue With DeepSeek
16:00 Inference Compute Explained
24:51 Nvidia's Competition
29:14 DeepSeek's Impact On Valuations
36:46 Criticism Around Jeff's Thesis
44:17 DeepSeek's 45x Upgrade
51:30 The Transformer Explained
01:03:15 Why Is Everyone Shocked?
01:12:07 Synthetic Data
01:21:30 Why Jeff's Article Went Viral


------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1267)

Ethereum’s Quantum Strategy with Justin Drake

Ethereum’s Quantum Strategy with Justin Drake

Quantum used to be crypto’s distant sci-fi problem. Justin Drake says it now has a clock. In this episode, we unpack what “Q-Day” actually means, why Justin thinks 2032 is the date the entire industry...

23 Maalis 1h 40min

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix

Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperfor...

20 Maalis 1h 9min

Tempo Mainnet: The Race to Agentic Commerce

Tempo Mainnet: The Race to Agentic Commerce

Tempo Mainnet is live, but this episode isn’t really about just another chain launch. It’s about a bigger claim: that AI agents are about to need native money, and that the internet may need a new pay...

19 Maalis 1h 19min

Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict.  Kamran Bokhari joins Bankless to unpack how the U.S. is trying to reshape the Middle East, ma...

18 Maalis 1h 8min

Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates: Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share? Ry...

17 Maalis 59min

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CE...

16 Maalis 1h 1min

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow boun...

13 Maalis 56min

Where is ETH in the cycle? | Michael Nadeau

Where is ETH in the cycle? | Michael Nadeau

Ethereum underperformed this cycle, and investors are asking the big question: did ETH just skip a cycle, or is something deeper going on? Michael Nadeau joins Ryan to break down where Ethereum sits i...

11 Maalis 56min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
viisupodi
rss-ootsa-kuullut-tasta
tervo-halme
ootsa-kuullut-tasta-2
rss-podme-livebox
rss-asiastudio
rss-pinnalla
rikosmyytit
otetaan-yhdet
the-ulkopolitist
linda-maria
et-sa-noin-voi-sanoo-esittaa
rss-mina-ukkola
rss-kaikki-uusiksi
rss-ulkopoditiikkaa
aihe
rss-raha-talous-ja-politiikka