Big Technology Podcast DeepSeek's Fallout For AI Companies, OpenAI’s Path Forward, Siri Somehow Got Worse
31 snips
Jan 31, 2025 
Ranjan Roy, a contributor to Margins and tech enthusiast, dives into the latest tech news. He discusses the disruptive impact of DeepSeek on giants like OpenAI and Anthropic, while exploring NVIDIA's shifting fortunes in the AI landscape. The conversation critiques Siri's performance decline and Apple's struggles to meet consumer expectations. Additionally, Roy elaborates on Jevons Paradox and the fast-evolving opportunities in AI, showcasing a compelling blend of market dynamics and innovation.
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DeepSeek's Disruption
- OpenAI's dominance in AI is being challenged by DeepSeek.
- DeepSeek's cheaper, comparable models are disrupting the market.
Impact on Nvidia and Anthropic
- Nvidia, a symbol of AI, was hit hard by DeepSeek's release.
- However, companies relying on API/model revenue, like Anthropic, might face bigger challenges.
Margins in AI
- There are four areas of margin in the AI business: hardware, data centers, models, and applications.
- DeepSeek's impact clarifies that the real margin in AI now lies in applications.
