Masa's Epic Rise, New AI Paradigm, The Drone Race, $MSFT Earnings, Evolution of the Tech Bro
TBPN
00:00
The DeepSeek Hype Cycle: Analyzing Financial Metrics and Market Reactions
This chapter explores the community's reaction to DeepSeek and its controversial EBITDA adjustments, shedding light on the psychological impacts of financial data manipulation. It also compares DeepSeek with other AI models while addressing the growing hype in the U.S. market and the potential embarrassment for Silicon Valley VCs regarding accessibility to information.
Transcript
Play full episode
