Newcomer Podcast cover image

Newcomer Podcast

The DeepSeek Fire Drill

Jan 31, 2025
Discover how the Chinese AI company DeepSeek is shaking up the tech market and impacting Western companies, notably NVIDIA. The discussion reveals insights into the AI industry's competitive dynamics, with a shift from foundational models to application-based strategies. Venture capital trends post-2021 raise concerns about startup valuations and liquidity. Plus, there's excitement surrounding Eleven Labs' $180 million funding and a look ahead at emerging players in the Voice AI space.
24:42

Podcast summary created with Snipd AI

Quick takeaways

  • DeepSeek’s significant impact on stock prices underscores the rising importance of Chinese AI technology within the global market landscape.
  • The podcast highlights the shift towards application-focused AI development, emphasizing that true value lies in how AI technologies are utilized.

Deep dives

The Impact of DeepSeek on the AI Landscape

DeepSeek, a relatively unknown Chinese AI company, significantly influenced the NASDAQ and NVIDIA's stock price, causing a 17% drop in NVIDIA shares in a single day. This event highlighted the growing importance of Chinese technology within the global landscape, as its advancements often go unnoticed in Western markets. With the tech landscape evolving rapidly, it underscores the necessity for companies to operate smarter and more cost-effectively, suggesting that serious AI development is expected in the near future. This situation serves as a reminder that competition in AI is fierce, with China emerging as a critical player capable of impacting market dynamics.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode