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

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

Avsnitt(1269)

ROLLUP: 4th Week of February (BIG DIP, NFT Culture, Coinbase IPO, Ethereum Jobs)

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership 🔒Subsc...

26 Feb 20211h 25min

AMA with Hart Lambur, Co-Founder of UMA Protocol

UMA Protocol (https://umaproject.org/) provides open-source infrastructure for developers to efficiently create secure synthetic assets. Hart Lambur is Co-Founder. ----- 🚀 SUBSCRIBE TO NEWSLETTER: h...

25 Feb 20211h 3min

SotN #35: NFT MANIA! Are NFTs the Future of Art? Nifty Gateway Founders Griffin and Duncan

Guests: Duncan & Griffin Cock Foster We bring on the Cock Foster Twins, Co-Founders of Nifty Gateway, to the Bankless State of the Nation to discuss all things NFT and the roadmap to the metaverse. --...

24 Feb 20211h

53 - Building DeFi on Layer 2 | Synthetix, Loopring, Immutable

Guests: Justin Moses - CTO of Synthetix Robbie Ferguson - Co-Founder & President of Immutable Matt Finestone - Head of Business Development at Loopring We discuss how these three voices in the crypto ...

22 Feb 20212h 13min

ROLLUP: 3rd Week of February (ETH & BTC ATH's, NFT's, Andrew Yang, Bitwise DeFi Index, Reflexer launches RAI)

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://m...

19 Feb 20211h 14min

AMA with Tascha from Alpha Finance

An AMA with the Project Lead at Alpha Finance Lab, an Ecosystem of DeFi Products. 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ ...

18 Feb 20211h 9min

SotN #34: Polygon: Ethereum's Internet of Blockchains – Mihailo Bjelic & Sandeep Nailwal

Guests: Mihailo Benjic & Sandeep Nailwal We bring Mihailo & Sandeep of Polygon (formerly Matic) to the Bankless State of The Nation, to discuss Ethereum's Internet of Blockchains and Polygon's approac...

17 Feb 20211h 32min