Join Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Danny Frenkel and Alex Dajani from Punchup.live, as they break down the massive implications of DeepSeek's groundbreaking AI innovations. In this episode of Trends with Friends, the crew unpacks how DeepSeek’s open-source advancements are reshaping AI and its ripple effects across the tech and business landscapes. They also dive into the role of creators in the digital economy, the growing importance of email as a direct connection tool, and why software is reclaiming its dominance over hardware. Don’t miss this dynamic discussion packed with actionable insights!
📅 Recorded live on January 28, 2025
🎙️ Special Guests: Danny and Alex from PunchUp
🔑 Brought to you by Stocktwits
Key Topics Covered:
The rise of DeepSeek: AI innovation and geopolitical challenges
Why open-source AI is changing the game for startups
How Punchup is empowering creators in the live entertainment space
Reimagining content ownership in a post-social media era
Why software is flipping the narrative back from hardware dominance
Market reactions to DeepSeek's breakthrough: Winners and losers
Chapters
00:00 Introduction and Guest Introductions
03:06 Trends in AI and DeepSeek's Impact
09:16 DeepSeek's Innovations and Market Dynamics
15:17 Open Source vs. Closed Ecosystems
19:46 Geopolitical Implications of AI Development
23:42 The Ongoing Race in AI Technology
26:24 Apple's Strategic Position in AI
28:24 Google's Resilience and Opportunities
30:34 Reinforcement Learning and Google's Edge
32:50 Legal Challenges in AI Data Usage
33:36 Microsoft's AI Innovations and Partnerships
34:49 The Impact of AI on Education
36:43 AI's Role in Business Efficiency
39:01 Nvidia's Dominance in AI Hardware
41:52 Geopolitical Implications for AI Development
43:57 The Value of User-Generated Data
48:30 Punch Up: AI in Live Entertainment
54:52 The Evolution of Leadership in Tech
56:00 The Importance of Trustworthy Communication Channels
57:30 Empowering Comedians Through Direct Connections
01:00:07 The Shift in Power Dynamics in Entertainment
01:01:01 Consumer-Facing Innovations in Comedy
01:03:48 The Role of Algorithms in Content Delivery
01:05:17 Reimagining the Ticketing Experience
01:09:01 The New Era of Entertainer Empowerment
01:12:50 Building a Sustainable Model for Creators
01:18:28 Future Developments and Consumer Engagement
Where To Find Howard and Friends:
• Howard - https://stocktwits.com/howardlindzon
• Phil - https://stocktwits.com/ppearlman
• Michael Parekh - https://stocktwits.com/MParekh
Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here:
