This week, Byrne Hobart and Erik Torenberg discuss the major disruptions in tech and business driven by AI advancements, examining reactions to DeepSeek's announcements, stock impacts on companies like Nvidia, volatility in AI investments, Meta's Threads, Elon Musk’s influence on X, the role of tech in a politically charged landscape, and how governments could shape industrial strategies to support national champions.
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LINKS:
Byrne’s writing: https://thediff.co
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X / TWITTER:
https://twitter.com/ByrneHobart (Byrne)
https://twitter.com/TurpentineMedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(00:20) Stargate and DeepSeek
(00:58) Market reactions and overreactions
(02:00) Impact on Nvidia and other AI stocks
(03:15) Risk management and market volatility
(13:06) DeepSeek's technical achievements
(13:36) Implications for American AI companies
(17:07) Sponsors: Notion | Vanta
(19:23) China's unexpected AI advancements
(29:01) Meta's strategy and the future of social media
(33:02) Network effect of X
(34:18) Elon's influence and X's future
(36:44) Media bias and moderation
(41:53) Vibe shift and political dynamics
(51:16) AI investments and strategic moves
(59:37) National champions and government influence
(01:04:14) Wrap