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

------
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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1268)

“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset

“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset

Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime. We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward...

3 Nov 20251h 29min

ROLLUP: Markets Spooked? | MegaETH & Monad Mania | New CFTC Chair | Base & Polymarket Tokens? | Circle Arc Backlash

ROLLUP: Markets Spooked? | MegaETH & Monad Mania | New CFTC Chair | Base & Polymarket Tokens? | Circle Arc Backlash

Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what...

31 Okt 20251h 10min

How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian

How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian

Neobanks might be the quiet coordination hack that makes Visa optional. David sits down with Frax’s Sam Kazemian to map the new payment stack: why cards today settle over Visa yet still onboard users ...

28 Okt 202554min

Why Pro Athletes Are Betting on Bitcoin, Crypto & Prediction Markets | Tristan Thompson & Paul Grewal

Why Pro Athletes Are Betting on Bitcoin, Crypto & Prediction Markets | Tristan Thompson & Paul Grewal

NBA Star Tristan Thompson and Coinbase CLO Paul Grewal break down why pro athletes are moving into Bitcoin, crypto, and onchain prediction markets. We cover stablecoin rewards after the Genius Act...

27 Okt 20251h

ROLLUP: Downtober Drags | Tempo Poaches Dankrad | Coinbase Buys Echo | Gold Surge! | Fed Access

ROLLUP: Downtober Drags | Tempo Poaches Dankrad | Coinbase Buys Echo | Gold Surge! | Fed Access

Downtober drags on… but not all is bearish. On this week’s Weekly Rollup, Ryan and David break down why sentiment feels cold despite strong BTC, and the three ways this cycle could play out. Plus, gol...

24 Okt 20251h 9min

State Of Crypto 2025 | a16z Crypto — Eddy Lazzarin & Daren Matsuoka

State Of Crypto 2025 | a16z Crypto — Eddy Lazzarin & Daren Matsuoka

a16z crypto’s CTO Eddy Lazzarin and partner Daren Matsuoka return for our annual State of Crypto to map where 2025 really is on the curve: a price–innovation cycle poised to hand the baton back to bui...

22 Okt 20251h 10min

Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7

Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7

Is the crypto cycle already over, or is this just a reset before one last push? Michael Nadeau from The DeFi Report joins Ryan to break down why he went 70% cash ahead of the flash crash, what late-cy...

21 Okt 20251h 18min

How Futarchy Ends the Rug Pull Era | Felipe Montealegre & Proph3t

How Futarchy Ends the Rug Pull Era | Felipe Montealegre & Proph3t

Futarchy flips governance on its head—decisions aren’t voted on, they’re traded on.  In this conversation with Felipe Montealegre of Thea Research and Proph3t, co-founder of MetaDAO, we explore ho...

20 Okt 20251h 26min

Populärt inom Politik & nyheter

aftonbladet-krim
p3-krim
aftonbladet-daily
motiv
politiken
svenska-fall
rss-krimstad
flashback-forever
spar
rss-krimreportrarna
rss-vad-fan-hande
rss-sanning-konsekvens
kungligt
rss-flodet
rss-frandfors-horna
blenda-2
dagens-eko
olyckan-inifran
rss-aftonbladet-krim
krimmagasinet