DeepSeek Rises, Stargate Drama, OpenAI’s Oper...

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Meta and Microsoft pull back their Claude plans 2) Are standard models like Muse Spark good enough? 3) Is Anthropic in trouble if its top clients cut back significantly? 4) Downloads h ...  Show more

Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff. Patel and Nanos join Big Technology to discuss whether AI’s massive infrastructure buildout can justify the trillions of dollars being spent on compute. Tune in to hear how big the bo ...  Show more

Welcome to DataFramed Industry Roundups! In this series of episodes, Adel & Richie sit down to discuss the latest and greatest in data & AI. In this episode, we discuss the rise of reasoning LLMs like DeepSeek R1 and the competition shaping the AI space, OpenAI’s Operator and the ...  Show more

Nilay and David dig into the week's biggest story: the new Intel-powered Surface Pro. Kidding! They talk about DeepSeek, the out-of-nowhere AI company that sent both Silicon Valley and the stock market into uproar this week. Then, after the hosts debate what the real killer app f ...  Show more

Chinese startup DeepSeek has upended assumptions about what it will take to fund and fuel the next generation of artificial intelligence. Tech correspondents Jeffrey Dastin and Anna Tong discuss the fallout for Silicon Valley, investors and global politics.   Sign up for the Reu ...  Show more

In this crossover episode with Truth of the Matter, we discuss the origins of Chinese AI Company DeepSeek (0:55), the release of its DeepSeek R1 model and what it means for the future of U.S.- China AI competition (3:05), why it prompted such a massive reaction by U.S. policymake ...  Show more