Money Stuff: The Podcast A Lineless World: AI, X, Darkness
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Jan 31, 2025 Katie and Matt dive into the intriguing rise of the DeepSeek app and its impact on stock market behaviors, especially regarding NVIDIA. They tackle the ethical maze of insider trading in the age of AI, raising questions about proprietary information. The podcast examines the $13 billion debt from Elon Musk's acquisition of X and its implications for AI investments. Additionally, they explore the rising trend of dark pools and off-exchange trading and their effects on market transparency and efficiency. A captivating look at finance and technology's evolving relationship!
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DeepSeek's Market Impact
- DeepSeek, a Chinese AI company, shook the market, causing a trillion-dollar loss in market cap.
- This event highlighted market reliance on AI data centers for economic growth.
AI and GDP
- DeepSeek's free AI model challenges the idea that GDP growth relies on physical infrastructure.
- It raises the question of whether GDP accurately reflects human flourishing.
Shorting NVIDIA?
- Matt Levine and Bill Ackman speculated whether DeepSeek's creators shorted NVIDIA.
- This highlights potential market manipulation concerns with disruptive technologies.