BG2Pod with Brad Gerstner and Bill Gurley DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner
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Feb 5, 2025 Dive into the dynamic world of open source technology, where DeepSeek emerges as a key player in AI. The discussion contrasts globalism with national interests, particularly through the lens of Trump tariffs affecting tech trade. Investors face a whirlwind of market uncertainties as they navigate the delicate interplay of regulatory environments and political influences. The potential of a U.S. sovereign wealth fund is debated, weighing modernization against risks like national debt. Join the conversation as innovative ideas clash amidst today’s economic challenges.
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DeepSeek's Disruption
- DeepSeek's rapid growth and global adoption are noteworthy, challenging OpenAI's dominance.
- Its open-source nature has spurred numerous variants and integrations across various platforms.
Open Source Advantages
- DeepSeek innovated by separating parameters, enabling cheaper and faster model training.
- Its open-source approach fosters transparency, security, and free speech, unlike proprietary models.
DeepSeek's Founder and Compute
- DeepSeek's founder, Ling Wen Fen, has a background in successful quant trading, similar to Jim Simons.
- DeepSeek's compute costs were comparable to OpenAI's, but algorithmic improvements led to significant savings.
