NVIDIA's Competitive Edge

The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & Losers

Timestamps:

• (00:00:00) - Intro
• (00:04:17) - DeepSeek Breakdown
• (00:18:50) - Is DeepSeek a Psyop?
• (00:46:01) - DeepSeek Founder's Background
• (00:54:50) - DeepSeek's Impact on AI Landscape
• (01:04:45) - Big Tech Winners & Losers

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

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