The Prof G Pod with Scott Galloway No Mercy / No Malice: A New AI World
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Feb 8, 2025 Delve into the transformative potential of artificial intelligence and its influence on corporate landscapes. Discover the innovative AI model, DeepSeek, and its challenge to traditional market dynamics. Explore the dichotomy between shareholders and stakeholders, and how societal benefits can arise amid monopolistic interests. The podcast uses real-world examples, such as Moderna, to illustrate the impact of public perception on market value and the historical intricacies of business rivalries in the context of AI innovation.
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AI's Value Distribution
- AI is transformative, but its value might not accrue to shareholders like past technologies.
- It may benefit consumers more, similar to bicycles or sanitation.
DeepSeek's Impact
- DeepSeek, a Chinese AI chatbot, rivals OpenAI's ChatGPT but was developed faster and cheaper.
- This triggered a significant drop in NVIDIA's market value, raising questions about the AI market.
Valuation Concerns
- OpenAI's high valuation compared to ByteDance suggests inflated expectations.
- IP theft (OpenAI) seems to be rewarded more highly than addiction (ByteDance).