Bankless28 Jan 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.

Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
Jeff on X: https://x.com/doodlestein

------
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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1268)

SotN#21: POLITICAL! w/ Tyler Whirty (ELECTION DAY! Repubs, Dems, Crypto, and YOU)

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❤️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O 🎙️ SUBSCRIBE TO PODCAST: http://podcast.ba...

4 Nov 20201h 26min