Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) The DeepSeek impact on Silicon Valley 2) The four areas of margin in AI 3) How OpenAI is positioned after this week 4) Whether OpenAI can be fine losing the lead on model building 5) DeepSeek's impact on Anthropic 6) Why Amazon is happy about DeepSeek 7) Should NVIDIA be taking the worst of it? 8) Okay, let's discuss Jevon's Paradox 9) We have a discord now 10) Apple made Siri even dumber
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