DeepSeek, Chinese Open Models, and Cost Pressure

(0:00) Bestie intros!

(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble

(17:42) IPO market, SPAC 2.0

(27:41) The AI rollup opportunity

(36:01) Sacks joins the show!

(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?

(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry

(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation

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Intro Music Credit:

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Referenced in the show:

https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900

https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost

https://x.com/Jason/status/1973461806585966655

https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai

https://x.com/scaling01/status/1972650237266465214

https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act

https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis