Episódios

  • Sam Altman’s post-DeepSeek mea culpa, Plus Ontario axes Starlink deal 2/3/25
    Feb 3 2025

    OpenAI CEO Sam Altman saying in a Reddit AMA Friday that his company has been ‘on the wrong side of history’ on open source AI as DeepSeek continues to roil the race. Plus, Ontario Premier Doug Ford scraps a Starlink deal as Elon Musk’s companies begin to be targeted in retaliation to Trump’s tariffs.

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    6 minutos
  • Big Tech rushes to adopt DeepSeek 01/31/25
    Jan 31 2025

    Chinese startup DeepSeek sparking a sell off this week that sent Nvidia and Microsoft shares slipping downward. We look at how even as the new open-source model poses a threat to big tech, major AI companies are quickly embracing DeepSeek’s reasoning model.

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    11 minutos
  • How DeepSeek kicked off a new AI race 1/29/25
    Jan 29 2025

    Tech stocks mixed today as the AI trade tries to adjust to a new normal post-DeepSeek. We look at why the AI race will never be the same, and why OpenAI is accusing DeepSeek of training off their models.

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    7 minutos
  • Aaron Levie on the AI paradigm shift after DeepSeek, plus Kyle Bass sounds off on the China threat 1/28/25
    Jan 28 2025

    DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China.

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    14 minutos
  • How China’s DeepSeek upended the AI landscape 1/27/25
    Jan 27 2025

    China’s DeepSeek model sent markets reeling Monday as investors digest the impressive performance and reportedly low cost of the advanced large language model. We look at how DeepSeek has skyrocketed to the top of the Apple App store charts, and what consumer adoption of Chinese AI models means for the future.

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    18 minutos
  • TechCheck Takes: Why China’s DeepSeek is putting America’s AI lead in jeopardy 1/27/25
    Jan 27 2025
    An AI lab out of China has ignited panic throughout Silicon Valley after releasing AI models that can outperform America’s best despite being built more cheaply and with less-powerful chips. DeepSeek unveiled a free, open-source large-language model in late December that it says took only two months and less than $6 million to build. CNBC’s Deirdre Bosa interviews Perplexity CEO Aravind Srinivas and explains why the DeepSeek has raised alarms on whether America’s global lead in AI is shrinking.
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    40 minutos
  • TechCheck+ Databricks CEO Ali Ghodsi 1/23/25
    Jan 23 2025
    Ali Ghodsi, Databricks CEO, joins Deirdre Bosa to discuss Databricks recent investment from Meta, and much more.
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    7 minutos
  • Tech CEOs sound alarm on Chinese AI breakthroughs 1/23/25
    Jan 23 2025

    Chinese internet firm ByteDance unveiling a new top-performing model that escalates the AI competition between China and the U.S. We look at how key American AI leaders at Davos are reacting to the way Chinese AI advances are changing the race.

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    3 minutos